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 7-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 | $19,524 | $115,882-83.2% | $100,516-80.6% | $158,922-87.7% |
| Participation rate | 63.2% | 81.6%-18.4pp | 79.4%-16.2pp | 82.0%-18.8pp |
| Annual return | 74.62% | 34.79%+39.8pp | 30.89%+43.7pp | 302.83%-228.2pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $10,012 | $6,674+50.0% | $6,270+59.7% | $5,982+67.4% |
| Admin fee / account holder | $3,323 | $10,995-69.8% | $8,081-58.9% | $11,246-70.5% |