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 | $8,208 | $72,400-88.7% | $67,502-87.8% | $145,922-94.4% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | 11.31% | 7182.46%-7171.2pp | 3512.12%-3500.8pp | 561.29%-550.0pp |
| Employer contribution / active EE | $147 | $3,069-95.2% | $2,731-94.6% | $4,660-96.9% |
| Participant deferral / active EE | $1,144 | $4,783-76.1% | $4,000-71.4% | $6,688-82.9% |
| Admin fee / account holder | $349 | $5,539-93.7% | $3,998-91.3% | $13,397-97.4% |