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 | $17,381 | $156,846-88.9% | $121,098-85.6% | $139,434-87.5% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 19.72% | 1474.56%-1454.8pp | 985.75%-966.0pp | 372.94%-353.2pp |
| Employer contribution / active EE | $104 | $5,536-98.1% | $4,164-97.5% | $4,751-97.8% |
| Participant deferral / active EE | $1,240 | $4,844-74.4% | $4,080-69.6% | $6,710-81.5% |
| Admin fee / account holder | $6,197 | $6,946-10.8% | $5,644+9.8% | $11,403-45.7% |