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 | $6,555 | $70,606-90.7% | $53,898-87.8% | $142,382-95.4% |
| Participation rate | 7.7% | 63.7%-56.0pp | 55.0%-47.3pp | 80.1%-72.4pp |
| Annual return | 18.50% | 619.81%-601.3pp | 528.60%-510.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $352 | $2,364-85.1% | $1,826-80.7% | $6,507-94.6% |
| Admin fee / account holder | $1,107 | $2,852-61.2% | $2,491-55.6% | $12,624-91.2% |