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 | $62,698 | $83,427-24.8% | $115,756-45.8% | $68,494-8.5% |
| Participation rate | 43.2% | 71.9%-28.7pp | 77.1%-33.8pp | 67.9%-24.6pp |
| Annual return | -18.05% | -10.95%-7.1pp | 143.14%-161.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $325 | $3,075-89.4% | $3,793-91.4% | $2,596-87.5% |
| Participant deferral / active EE | $4,486 | $5,355-16.2% | $6,254-28.3% | $4,027+11.4% |
| Admin fee / account holder | $2,926 | $5,708-48.7% | $8,124-64.0% | $5,403-45.8% |