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 6-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 | $31,210 | $167,307-81.3% | $143,757-78.3% | $134,475-76.8% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -20.08% | 0.46%-20.5pp | -0.04%-20.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $111 | $5,619-98.0% | $4,951-97.8% | $4,740-97.7% |
| Participant deferral / active EE | $4,667 | $6,446-27.6% | $5,637-17.2% | $6,400-27.1% |
| Admin fee / account holder | $305 | $18,088-98.3% | $14,673-97.9% | $11,426-97.3% |