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 5-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 | $28,422 | $190,805-85.1% | $159,960-82.2% | $134,475-78.9% |
| Participation rate | 46.2% | 81.9%-35.8pp | 78.0%-31.8pp | 81.2%-35.1pp |
| Annual return | -16.04% | 552.23%-568.3pp | 408.60%-424.6pp | 417.96%-434.0pp |
| Employer contribution / active EE | $369 | $4,995-92.6% | $4,226-91.3% | $4,740-92.2% |
| Participant deferral / active EE | $2,400 | $6,923-65.3% | $6,182-61.2% | $6,400-62.5% |
| Admin fee / account holder | $736 | $10,471-93.0% | $8,698-91.5% | $11,426-93.6% |