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 | $62,887 | $91,538-31.3% | $129,995-51.6% | $75,163-16.3% |
| Participation rate | 63.0% | 71.4%-8.5pp | 78.5%-15.5pp | 67.2%-4.2pp |
| Annual return | 19.91% | -631.11%+651.0pp | -137.18%+157.1pp | 160.62%-140.7pp |
| Employer contribution / active EE | $660 | $2,845-76.8% | $4,320-84.7% | $2,670-75.3% |
| Participant deferral / active EE | $2,271 | $4,341-47.7% | $5,820-61.0% | $4,125-45.0% |
| Admin fee / account holder | $964 | $6,790-85.8% | $10,614-90.9% | $5,651-82.9% |