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 | $24,022 | $167,484-85.7% | $151,611-84.2% | $134,475-82.1% |
| Participation rate | 36.4% | 88.4%-52.0pp | 87.5%-51.1pp | 81.2%-44.9pp |
| Annual return | -14.96% | 7.80%-22.8pp | 3.33%-18.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $983 | $6,829-85.6% | $6,166-84.1% | $4,740-79.3% |
| Participant deferral / active EE | $3,300 | $8,986-63.3% | $8,363-60.5% | $6,400-48.4% |
| Admin fee / account holder | $3,537 | $13,783-74.3% | $11,616-69.6% | $11,426-69.0% |