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 7-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 | $75,386 | $92,703-18.7% | $82,719-8.9% | $134,475-43.9% |
| Participation rate | 12.5% | 75.2%-62.7pp | 72.6%-60.1pp | 81.2%-68.7pp |
| Annual return | -20.32% | 944.92%-965.2pp | 701.18%-721.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $195 | $3,274-94.0% | $3,009-93.5% | $4,740-95.9% |
| Participant deferral / active EE | $2,373 | $4,802-50.6% | $4,395-46.0% | $6,400-62.9% |
| Admin fee / account holder | $740 | $5,983-87.6% | $5,329-86.1% | $11,426-93.5% |