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 10-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 | $66,937 | $135,635-50.6% | $110,238-39.3% | $135,375-50.6% |
| Participation rate | 26.1% | 83.5%-57.4pp | 79.8%-53.7pp | 82.6%-56.6pp |
| Annual return | -3.51% | 513.19%-516.7pp | 314.74%-318.2pp | 519.73%-523.2pp |
| Employer contribution / active EE | $689 | $4,906-86.0% | $3,826-82.0% | $4,779-85.6% |
| Participant deferral / active EE | $2,887 | $5,506-47.6% | $4,672-38.2% | $5,609-48.5% |
| Admin fee / account holder | $8,475 | $11,457-26.0% | $8,547-0.8% | $10,827-21.7% |