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.
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 | $63,331 | $138,044-54.1% | $125,339-49.5% | $134,475-52.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.63% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $889 | $5,243-83.1% | $4,814-81.5% | $4,740-81.3% |
| Participant deferral / active EE | $6,875 | $7,799-11.8% | $7,446-7.7% | $6,400+7.4% |
| Admin fee / account holder | $1,049 | $11,571-90.9% | $10,010-89.5% | $11,426-90.8% |