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 | $82,510 | $138,065-40.2% | $123,544-33.2% | $135,375-39.1% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -5.24% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $557 | $5,151-89.2% | $4,628-88.0% | $4,779-88.3% |
| Participant deferral / active EE | $2,967 | $6,799-56.4% | $6,426-53.8% | $5,609-47.1% |
| Admin fee / account holder | $22,237 | $10,916+103.7% | $9,284+139.5% | $10,827+105.4% |