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 6-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 | $33,780 | $84,402-60.0% | $61,373-45.0% | $134,475-74.9% |
| Participation rate | 9.5% | 62.2%-52.7pp | 52.6%-43.0pp | 81.2%-71.7pp |
| Annual return | -20.16% | 584.55%-604.7pp | 338.61%-358.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $267 | $2,819-90.5% | $2,125-87.5% | $6,400-95.8% |
| Admin fee / account holder | $403 | $2,585-84.4% | $2,130-81.1% | $11,426-96.5% |