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 | $142,080 | $105,860+34.2% | $90,749+56.6% | $134,475+5.7% |
| Participation rate | 61.5% | 78.2%-16.7pp | 75.7%-14.2pp | 81.2%-19.7pp |
| Annual return | -19.10% | -11.01%-8.1pp | -12.16%-6.9pp | 417.96%-437.1pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,116 | $5,216-59.4% | $4,564-53.6% | $6,400-66.9% |
| Admin fee / account holder | $6,250 | $13,938-55.2% | $8,445-26.0% | $11,426-45.3% |