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 | $63,241 | $105,998-40.3% | $92,233-31.4% | $147,584-57.1% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 9.72% | 50.05%-40.3pp | 176.28%-166.6pp | 578.55%-568.8pp |
| Employer contribution / active EE | $387 | $4,333-91.1% | $3,679-89.5% | $4,876-92.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,005 | $6,332+89.6% | $5,194+131.2% | $10,885+10.3% |