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 9-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 | $88,706 | $49,177+80.4% | $79,464+11.6% | $64,186+38.2% |
| Participation rate | 52.8% | 65.0%-12.3pp | 73.3%-20.6pp | 69.6%-16.8pp |
| Annual return | -6.66% | -1.16%-5.5pp | 718.14%-724.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,109 | $2,821+45.7% | $3,704+10.9% | $3,470+18.4% |
| Admin fee / account holder | $7,375 | $3,839+92.1% | $5,113+44.2% | $4,888+50.9% |