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 | $17,736 | $44,960-60.6% | $84,966-79.1% | $74,495-76.2% |
| Participation rate | 38.5% | 49.4%-10.9pp | 67.5%-29.0pp | 67.2%-28.7pp |
| Annual return | 91.99% | 26.24%+65.7pp | 66.38%+25.6pp | 1364.94%-1273.0pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,918 | $2,731-29.8% | $4,519-57.6% | $4,346-55.9% |
| Admin fee / account holder | $3,307 | $2,209+49.7% | $6,149-46.2% | $1,942+70.3% |