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 10-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 | $59,045 | $31,310+88.6% | $53,898+9.6% | $74,304-20.5% |
| Participation rate | 2.6% | 30.7%-28.1pp | 55.0%-52.4pp | 60.3%-57.7pp |
| Annual return | 16.72% | 23.16%-6.4pp | 528.60%-511.9pp | 29.43%-12.7pp |
| Employer contribution / active EE | $3 | $450-99.4% | $932-99.7% | $2,241-99.9% |
| Participant deferral / active EE | $312 | $934-66.6% | $1,826-82.9% | $3,767-91.7% |
| Admin fee / account holder | $11,201 | $2,175+414.9% | $2,491+349.7% | $2,969+277.3% |