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 9-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 | $32,551 | $155,788-79.1% | $124,672-73.9% | $167,490-80.6% |
| Participation rate | 35.3% | 81.1%-45.8pp | 74.6%-39.3pp | 82.1%-46.8pp |
| Annual return | 19.81% | 17.97%+1.8pp | 5142.93%-5123.1pp | 478.56%-458.7pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,266 | $5,673-7.2% | $4,614+14.1% | $6,341-17.0% |
| Admin fee / account holder | $3,857 | $9,531-59.5% | $7,493-48.5% | $12,309-68.7% |