See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,930 | $82,630-68.6% | $64,105-59.6% | $125,391-79.3% |
| Participation rate | 0.0% | 75.9%-75.9pp | 68.2%-68.2pp | 83.2%-83.2pp |
| Annual return | -3.50% | 1489.72%-1493.2pp | 791.24%-794.7pp | 282.22%-285.7pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,355 | $3,608-34.7% | $2,822-16.5% | $5,352-56.0% |
| Admin fee / account holder | $7,101 | $6,382+11.3% | $4,499+57.8% | $9,540-25.6% |