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 | $5,076 | $27,915-81.8% | $58,482-91.3% | $75,163-93.2% |
| Participation rate | 25.4% | 38.8%-13.4pp | 50.9%-25.4pp | 67.2%-41.8pp |
| Annual return | 27.54% | 44.20%-16.7pp | 4239.32%-4211.8pp | 160.62%-133.1pp |
| Employer contribution / active EE | $1 | $669-99.8% | $1,053-99.9% | $2,670-100.0% |
| Participant deferral / active EE | $1,233 | $1,201+2.6% | $1,924-35.9% | $4,125-70.1% |
| Admin fee / account holder | $447 | $1,726-74.1% | $2,516-82.2% | $5,651-92.1% |