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 | $23,702 | $100,852-76.5% | $90,404-73.8% | $158,922-85.1% |
| Participation rate | 47.6% | 75.0%-27.4pp | 72.7%-25.1pp | 82.0%-34.3pp |
| Annual return | 25.09% | 1724.20%-1699.1pp | 1293.02%-1267.9pp | 302.83%-277.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,315 | $4,348+45.3% | $3,963+59.3% | $5,982+5.6% |
| Admin fee / account holder | $1,155 | $6,501-82.2% | $5,611-79.4% | $11,246-89.7% |