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 | $32,654 | $70,428-53.6% | $96,562-66.2% | $85,850-62.0% |
| Participation rate | 39.4% | 61.8%-22.4pp | 69.8%-30.4pp | 69.3%-29.9pp |
| Annual return | 48.99% | 18.59%+30.4pp | 37.78%+11.2pp | 318.53%-269.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,318 | $2,894-19.9% | $3,849-39.8% | $3,952-41.3% |
| Admin fee / account holder | $1,396 | $4,997-72.1% | $6,181-77.4% | $6,260-77.7% |