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 9-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 | $54,585 | $175,600-68.9% | $129,110-57.7% | $134,475-59.4% |
| Participation rate | 38.5% | 81.6%-43.1pp | 77.3%-38.8pp | 81.2%-42.8pp |
| Annual return | -18.49% | -11.39%-7.1pp | -10.94%-7.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $966 | $6,355-84.8% | $5,052-80.9% | $4,740-79.6% |
| Participant deferral / active EE | $2,580 | $7,975-67.7% | $6,542-60.6% | $6,400-59.7% |
| Admin fee / account holder | $806 | $23,567-96.6% | $14,302-94.4% | $11,426-92.9% |