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 6-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 | $24,737 | $138,044-82.1% | $125,339-80.3% | $134,475-81.6% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -19.33% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $923 | $5,243-82.4% | $4,814-80.8% | $4,740-80.5% |
| Participant deferral / active EE | $4,664 | $7,799-40.2% | $7,446-37.4% | $6,400-27.1% |
| Admin fee / account holder | $1,353 | $11,571-88.3% | $10,010-86.5% | $11,426-88.2% |