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 | $169,241 | $99,652+69.8% | $78,778+114.8% | $147,584+14.7% |
| Participation rate | 63.2% | 76.2%-13.1pp | 69.2%-6.0pp | 82.8%-19.7pp |
| Annual return | 11.29% | 47.28%-36.0pp | 35.62%-24.3pp | 578.55%-567.3pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,736 | $3,664+2.0% | $2,958+26.3% | $5,439-31.3% |
| Admin fee / account holder | $2,032 | $7,155-71.6% | $5,134-60.4% | $10,885-81.3% |