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 | $83,729 | $61,052+37.1% | $142,863-41.4% | $79,386+5.5% |
| Participation rate | 26.8% | 60.1%-33.3pp | 71.9%-45.1pp | 70.7%-43.9pp |
| Annual return | 20.19% | 16.02%+4.2pp | 5637.54%-5617.3pp | 116.85%-96.7pp |
| Employer contribution / active EE | $158 | $1,481-89.3% | $4,144-96.2% | $2,427-93.5% |
| Participant deferral / active EE | $1,384 | $2,879-51.9% | $3,837-63.9% | $4,046-65.8% |
| Admin fee / account holder | $8,434 | $659+1179.2% | $6,560+28.6% | $626+1246.4% |