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 | $175,636 | $93,024+88.8% | $77,024+128.0% | $134,475+30.6% |
| Participation rate | 28.6% | 74.5%-45.9pp | 67.9%-39.3pp | 81.2%-52.7pp |
| Annual return | -13.09% | 62.60%-75.7pp | 42.32%-55.4pp | 417.96%-431.1pp |
| Employer contribution / active EE | $328 | $3,418-90.4% | $2,812-88.3% | $4,740-93.1% |
| Participant deferral / active EE | $6,029 | $5,238+15.1% | $4,426+36.2% | $6,400-5.8% |
| Admin fee / account holder | $3,416 | $6,944-50.8% | $5,425-37.0% | $11,426-70.1% |