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 | $28,744 | $49,922-42.4% | $80,569-64.3% | $75,163-61.8% |
| Participation rate | 10.5% | 55.3%-44.8pp | 67.0%-56.5pp | 67.2%-56.7pp |
| Annual return | 54.98% | 34.69%+20.3pp | 935.43%-880.4pp | 160.62%-105.6pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $867 | $2,990-71.0% | $4,447-80.5% | $4,125-79.0% |
| Admin fee / account holder | $1,567 | $3,577-56.2% | $5,377-70.9% | $5,651-72.3% |