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 | $40,086 | $100,754-60.2% | $86,677-53.8% | $134,475-70.2% |
| Participation rate | 47.8% | 78.9%-31.1pp | 76.6%-28.7pp | 81.2%-33.4pp |
| Annual return | -17.35% | 29.04%-46.4pp | 35.91%-53.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $221 | $3,489-93.7% | $2,836-92.2% | $4,740-95.3% |
| Participant deferral / active EE | $1,791 | $5,338-66.5% | $4,656-61.5% | $6,400-72.0% |
| Admin fee / account holder | $2,673 | $10,926-75.5% | $7,493-64.3% | $11,426-76.6% |