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 | $53,683 | $180,449-70.3% | $154,107-65.2% | $135,375-60.3% |
| Participation rate | 36.4% | 87.4%-51.1pp | 83.0%-46.7pp | 82.6%-46.3pp |
| Annual return | -6.42% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.2pp |
| Employer contribution / active EE | $958 | $6,035-84.1% | $5,298-81.9% | $4,779-79.9% |
| Participant deferral / active EE | $3,527 | $5,806-39.3% | $5,081-30.6% | $5,609-37.1% |
| Admin fee / account holder | $1,517 | $16,143-90.6% | $13,411-88.7% | $10,827-86.0% |