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 9-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 | $64,441 | $95,862-32.8% | $79,550-19.0% | $134,475-52.1% |
| Participation rate | 26.7% | 75.0%-48.4pp | 69.5%-42.8pp | 81.2%-54.6pp |
| Annual return | -20.49% | -2.69%-17.8pp | 0.16%-20.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $375 | $3,128-88.0% | $2,413-84.5% | $4,740-92.1% |
| Participant deferral / active EE | $3,870 | $4,693-17.5% | $3,985-2.9% | $6,400-39.5% |
| Admin fee / account holder | $382 | $9,126-95.8% | $6,832-94.4% | $11,426-96.7% |