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 | $36,006 | $190,805-81.1% | $159,960-77.5% | $134,475-73.2% |
| Participation rate | 55.6% | 81.9%-26.4pp | 78.0%-22.4pp | 81.2%-25.7pp |
| Annual return | -17.52% | 552.23%-569.8pp | 408.60%-426.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $575 | $4,995-88.5% | $4,226-86.4% | $4,740-87.9% |
| Participant deferral / active EE | $3,541 | $6,923-48.9% | $6,182-42.7% | $6,400-44.7% |
| Admin fee / account holder | $511 | $10,471-95.1% | $8,698-94.1% | $11,426-95.5% |