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 | $208,173 | $99,640+108.9% | $86,436+140.8% | $134,475+54.8% |
| Participation rate | 33.3% | 82.0%-48.7pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -19.35% | 6782.58%-6801.9pp | 4394.89%-4414.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,500 | $7,246-10.3% | $6,952-6.5% | $6,400+1.6% |
| Admin fee / account holder | $1,642 | $8,371-80.4% | $6,731-75.6% | $11,426-85.6% |