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 8-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 | $56,939 | $101,499-43.9% | $147,005-61.3% | $74,546-23.6% |
| Participation rate | 38.5% | 75.5%-37.1pp | 82.2%-43.7pp | 67.2%-28.7pp |
| Annual return | 23.41% | 8732.34%-8708.9pp | 418.76%-395.4pp | 1366.03%-1342.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,163 | $7,304-15.6% | $8,070-23.6% | $4,347+41.8% |
| Admin fee / account holder | $2,260 | $1,748+29.3% | $13,006-82.6% | $1,944+16.3% |