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 | $60,393 | $175,600-65.6% | $129,110-53.2% | $134,475-55.1% |
| Participation rate | 42.9% | 81.6%-38.7pp | 77.3%-34.4pp | 81.2%-38.4pp |
| Annual return | -17.18% | -11.39%-5.8pp | -10.94%-6.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $668 | $6,355-89.5% | $5,052-86.8% | $4,740-85.9% |
| Participant deferral / active EE | $5,919 | $7,975-25.8% | $6,542-9.5% | $6,400-7.5% |
| Admin fee / account holder | $4,966 | $23,567-78.9% | $14,302-65.3% | $11,426-56.5% |