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 | $102,242 | $100,754+1.5% | $86,677+18.0% | $134,475-24.0% |
| Participation rate | 34.8% | 78.9%-44.1pp | 76.6%-41.8pp | 81.2%-46.4pp |
| Annual return | -14.13% | 29.04%-43.2pp | 35.91%-50.0pp | 417.96%-432.1pp |
| Employer contribution / active EE | $389 | $3,489-88.8% | $2,836-86.3% | $4,740-91.8% |
| Participant deferral / active EE | $2,309 | $5,338-56.7% | $4,656-50.4% | $6,400-63.9% |
| Admin fee / account holder | $75,387 | $10,926+590.0% | $7,493+906.1% | $11,426+559.8% |