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 | $19,976 | $56,357-64.6% | $104,294-80.8% | $68,494-70.8% |
| Participation rate | 26.3% | 63.3%-36.9pp | 73.3%-46.9pp | 67.9%-41.6pp |
| Annual return | 59.22% | -9.19%+68.4pp | 24.61%+34.6pp | -7.84%+67.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,590 | $3,077-48.3% | $4,625-65.6% | $4,027-60.5% |
| Admin fee / account holder | $2,632 | $4,903-46.3% | $7,339-64.1% | $5,403-51.3% |