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 | $87,991 | $138,065-36.3% | $123,544-28.8% | $135,375-35.0% |
| Participation rate | 63.2% | 84.7%-21.6pp | 82.3%-19.1pp | 82.6%-19.5pp |
| Annual return | -8.61% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $332 | $5,151-93.6% | $4,628-92.8% | $4,779-93.1% |
| Participant deferral / active EE | $4,238 | $6,799-37.7% | $6,426-34.0% | $5,609-24.4% |
| Admin fee / account holder | $766 | $10,916-93.0% | $9,284-91.8% | $10,827-92.9% |