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 7-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 | $25,276 | $88,751-71.5% | $81,812-69.1% | $145,922-82.7% |
| Participation rate | 13.6% | 75.0%-61.4pp | 72.3%-58.7pp | 80.3%-66.6pp |
| Annual return | 12.43% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $140 | $3,083-95.5% | $2,912-95.2% | $4,660-97.0% |
| Participant deferral / active EE | $1,100 | $4,643-76.3% | $4,319-74.5% | $6,688-83.6% |
| Admin fee / account holder | $26,967 | $8,415+220.5% | $7,386+265.1% | $13,397+101.3% |