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 | $103,722 | $133,958-22.6% | $112,228-7.6% | $134,475-22.9% |
| Participation rate | 47.8% | 78.6%-30.7pp | 75.1%-27.2pp | 81.2%-33.4pp |
| Annual return | -13.29% | 47.11%-60.4pp | 27.45%-40.7pp | 417.96%-431.2pp |
| Employer contribution / active EE | $412 | $4,038-89.8% | $3,635-88.7% | $4,740-91.3% |
| Participant deferral / active EE | $3,045 | $5,291-42.4% | $4,728-35.6% | $6,400-52.4% |
| Admin fee / account holder | $14,905 | $7,489+99.0% | $6,410+132.5% | $11,426+30.5% |