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 | $58,842 | $167,307-64.8% | $143,757-59.1% | $134,475-56.2% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -19.94% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $581 | $5,619-89.7% | $4,951-88.3% | $4,740-87.7% |
| Participant deferral / active EE | $5,882 | $6,446-8.8% | $5,637+4.3% | $6,400-8.1% |
| Admin fee / account holder | $2,492 | $18,088-86.2% | $14,673-83.0% | $11,426-78.2% |