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 | $23,857 | $152,509-84.4% | $117,472-79.7% | $134,475-82.3% |
| Participation rate | 38.1% | 77.1%-39.0pp | 70.6%-32.5pp | 81.2%-43.1pp |
| Annual return | -16.08% | 52.99%-69.1pp | 29.74%-45.8pp | 417.96%-434.0pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,246 | $4,818-32.6% | $4,070-20.3% | $6,400-49.3% |
| Admin fee / account holder | $1,881 | $7,004-73.2% | $5,645-66.7% | $11,426-83.5% |