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 7-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 | $60,612 | $167,484-63.8% | $151,611-60.0% | $134,475-54.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -20.97% | 7.80%-28.8pp | 3.33%-24.3pp | 417.96%-438.9pp |
| Employer contribution / active EE | $188 | $6,829-97.3% | $6,166-97.0% | $4,740-96.0% |
| Participant deferral / active EE | $10,681 | $8,986+18.9% | $8,363+27.7% | $6,400+66.9% |
| Admin fee / account holder | $9,006 | $13,783-34.7% | $11,616-22.5% | $11,426-21.2% |