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 | $53,879 | $133,958-59.8% | $112,228-52.0% | $134,475-59.9% |
| Participation rate | 30.0% | 78.6%-48.6pp | 75.1%-45.1pp | 81.2%-51.2pp |
| Annual return | -4.51% | 47.11%-51.6pp | 27.45%-32.0pp | 417.96%-422.5pp |
| Employer contribution / active EE | $560 | $4,038-86.1% | $3,635-84.6% | $4,740-88.2% |
| Participant deferral / active EE | $2,361 | $5,291-55.4% | $4,728-50.1% | $6,400-63.1% |
| Admin fee / account holder | $2,402 | $7,489-67.9% | $6,410-62.5% | $11,426-79.0% |