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 | $178,776 | $116,175+53.9% | $93,606+91.0% | $152,861+17.0% |
| Participation rate | 42.9% | 78.0%-35.2pp | 75.8%-33.0pp | 82.4%-39.6pp |
| Annual return | 24.85% | 35.96%-11.1pp | 32.76%-7.9pp | 345.32%-320.5pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,403 | $4,603-4.4% | $4,069+8.2% | $5,850-24.7% |
| Admin fee / account holder | $6,085 | $10,748-43.4% | $7,888-22.9% | $11,596-47.5% |