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 7-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 | $58,451 | $142,344-58.9% | $119,609-51.1% | $134,475-56.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -18.22% | -12.44%-5.8pp | -14.97%-3.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $950 | $5,222-81.8% | $4,232-77.6% | $4,740-80.0% |
| Participant deferral / active EE | $6,688 | $6,469+3.4% | $5,602+19.4% | $6,400+4.5% |
| Admin fee / account holder | $32,555 | $13,584+139.7% | $10,323+215.4% | $11,426+184.9% |