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 | $13,094 | $102,966-87.3% | $90,281-85.5% | $152,861-91.4% |
| Participation rate | 35.0% | 75.9%-40.9pp | 73.3%-38.3pp | 82.4%-47.4pp |
| Annual return | 27.06% | 95.16%-68.1pp | 78.10%-51.0pp | 345.32%-318.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,646 | $4,281-38.2% | $3,885-31.9% | $5,850-54.8% |
| Admin fee / account holder | $6,499 | $6,171+5.3% | $5,351+21.5% | $11,596-44.0% |