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 | $128,101 | $30,400+321.4% | $53,898+137.7% | $84,808+51.0% |
| Participation rate | 6.9% | 46.4%-39.5pp | 55.0%-48.1pp | 68.3%-61.4pp |
| Annual return | 15.02% | 500.19%-485.2pp | 528.60%-513.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $79 | $603-86.9% | $932-91.5% | $2,631-97.0% |
| Participant deferral / active EE | $288 | $1,199-76.0% | $1,826-84.2% | $4,212-93.2% |
| Admin fee / account holder | $1,042 | $1,993-47.8% | $2,491-58.2% | $7,344-85.8% |