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 | $92,612 | $167,484-44.7% | $151,611-38.9% | $134,475-31.1% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.5%-44.6pp | 81.2%-38.4pp |
| Annual return | -20.66% | 7.80%-28.5pp | 3.33%-24.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,359 | $6,829-80.1% | $6,166-78.0% | $4,740-71.3% |
| Participant deferral / active EE | $8,210 | $8,986-8.6% | $8,363-1.8% | $6,400+28.3% |
| Admin fee / account holder | $453 | $13,783-96.7% | $11,616-96.1% | $11,426-96.0% |