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 6-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 | $41,529 | $110,502-62.4% | $80,716-48.5% | $167,490-75.2% |
| Participation rate | 11.1% | 64.0%-52.9pp | 54.2%-43.1pp | 82.1%-71.0pp |
| Annual return | 244.91% | 120.54%+124.4pp | 87.28%+157.6pp | 478.56%-233.6pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $426 | $2,871-85.1% | $2,146-80.1% | $6,341-93.3% |
| Admin fee / account holder | $42,535 | $4,545+836.0% | $3,380+1158.5% | $12,309+245.6% |