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.
Participant 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 | $94,652 | $42,894+120.7% | $60,874+55.5% | $68,494+38.2% |
| Participation rate | 9.8% | 66.8%-57.0pp | 73.1%-63.3pp | 67.9%-58.1pp |
| Annual return | -17.99% | -13.98%-4.0pp | 16.90%-34.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,157 | $1,978+9.0% | $2,701-20.2% | $2,596-16.9% |
| Participant deferral / active EE | $740 | $2,867-74.2% | $3,817-80.6% | $4,027-81.6% |
| Admin fee / account holder | $3,533 | $3,101+14.0% | $3,224+9.6% | $5,403-34.6% |