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 | $109,258 | $129,942-15.9% | $104,294+4.8% | $134,475-18.8% |
| Participation rate | 40.9% | 79.5%-38.6pp | 73.3%-32.4pp | 81.2%-40.3pp |
| Annual return | -15.76% | 42.03%-57.8pp | 24.61%-40.4pp | 417.96%-433.7pp |
| Employer contribution / active EE | $627 | $4,184-85.0% | $3,372-81.4% | $4,740-86.8% |
| Participant deferral / active EE | $3,372 | $5,588-39.7% | $4,625-27.1% | $6,400-47.3% |
| Admin fee / account holder | $692 | $9,323-92.6% | $7,339-90.6% | $11,426-93.9% |