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 10-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 | $89,829 | $138,065-34.9% | $123,544-27.3% | $135,375-33.6% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -8.76% | 153.68%-162.4pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $636 | $5,151-87.6% | $4,628-86.3% | $4,779-86.7% |
| Participant deferral / active EE | $3,728 | $6,799-45.2% | $6,426-42.0% | $5,609-33.5% |
| Admin fee / account holder | $1,076 | $10,916-90.1% | $9,284-88.4% | $10,827-90.1% |