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 8-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 | $91,084 | $81,900+11.2% | $119,609-23.8% | $68,494+33.0% |
| Participation rate | 23.8% | 71.9%-48.1pp | 79.3%-55.4pp | 67.9%-44.1pp |
| Annual return | -17.53% | -23.82%+6.3pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,192 | $4,148-47.2% | $5,602-60.9% | $4,027-45.6% |
| Admin fee / account holder | $3,080 | $6,582-53.2% | $10,323-70.2% | $5,403-43.0% |