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 | $106,942 | $138,044-22.5% | $125,339-14.7% | $134,475-20.5% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -13.49% | 750.33%-763.8pp | 572.05%-585.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $420 | $5,243-92.0% | $4,814-91.3% | $4,740-91.1% |
| Participant deferral / active EE | $5,125 | $7,799-34.3% | $7,446-31.2% | $6,400-19.9% |
| Admin fee / account holder | $783 | $11,571-93.2% | $10,010-92.2% | $11,426-93.1% |