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 | $147,425 | $60,124+145.2% | $90,404+63.1% | $79,858+84.6% |
| Participation rate | 47.2% | 65.0%-17.8pp | 72.7%-25.5pp | 69.6%-22.4pp |
| Annual return | 17.07% | 71.94%-54.9pp | 1293.02%-1276.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,959 | $2,938+34.7% | $3,963-0.1% | $3,740+5.9% |
| Admin fee / account holder | $2,944 | $3,976-26.0% | $5,611-47.5% | $5,306-44.5% |