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 10-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 | $52,596 | $133,958-60.7% | $112,228-53.1% | $134,475-60.9% |
| Participation rate | 52.9% | 78.6%-25.6pp | 75.1%-22.1pp | 81.2%-28.3pp |
| Annual return | -20.44% | 47.11%-67.6pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,529 | $5,291+23.4% | $4,728+38.1% | $6,400+2.0% |
| Admin fee / account holder | $7,550 | $7,489+0.8% | $6,410+17.8% | $11,426-33.9% |