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 | $23,112 | $49,922-53.7% | $80,569-71.3% | $75,163-69.3% |
| Participation rate | 15.8% | 55.3%-39.5pp | 67.0%-51.2pp | 67.2%-51.4pp |
| Annual return | 41.43% | 34.69%+6.7pp | 935.43%-894.0pp | 160.62%-119.2pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,463 | $2,990-17.6% | $4,447-44.6% | $4,125-40.3% |
| Admin fee / account holder | $6,829 | $3,577+90.9% | $5,377+27.0% | $5,651+20.9% |