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 | $37,015 | $92,703-60.1% | $82,719-55.3% | $134,475-72.5% |
| Participation rate | 17.4% | 75.2%-57.8pp | 72.6%-55.2pp | 81.2%-63.8pp |
| Annual return | -16.54% | 944.92%-961.5pp | 701.18%-717.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,417 | $4,802-70.5% | $4,395-67.8% | $6,400-77.9% |
| Admin fee / account holder | $644 | $5,983-89.2% | $5,329-87.9% | $11,426-94.4% |