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 | $43,033 | $34,932+23.2% | $56,441-23.8% | $74,546-42.3% |
| Participation rate | 9.6% | 32.9%-23.3pp | 52.5%-42.9pp | 67.2%-57.6pp |
| Annual return | 24.85% | 24.90%0pp | 1704.21%-1679.4pp | 1366.03%-1341.2pp |
| Employer contribution / active EE | $63 | $608-89.7% | $1,039-94.0% | $2,624-97.6% |
| Participant deferral / active EE | $556 | $1,173-52.6% | $1,953-71.5% | $4,347-87.2% |
| Admin fee / account holder | $6,171 | $2,359+161.6% | $2,829+118.1% | $1,944+217.5% |