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 4-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 | $29,222 | $96,305-69.7% | $80,569-63.7% | $139,434-79.0% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 26.15% | 1350.08%-1323.9pp | 935.43%-909.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,072 | $5,232-3.1% | $4,447+14.0% | $6,710-24.4% |
| Admin fee / account holder | $463 | $6,599-93.0% | $5,377-91.4% | $11,403-95.9% |