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 | $23,954 | $133,958-82.1% | $112,228-78.7% | $134,475-82.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -9.75% | 47.11%-56.9pp | 27.45%-37.2pp | 417.96%-427.7pp |
| Employer contribution / active EE | $300 | $4,038-92.6% | $3,635-91.7% | $4,740-93.7% |
| Participant deferral / active EE | $6,833 | $5,291+29.2% | $4,728+44.5% | $6,400+6.8% |
| Admin fee / account holder | $320 | $7,489-95.7% | $6,410-95.0% | $11,426-97.2% |