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 9-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 | $34,457 | $69,763-50.6% | $67,502-49.0% | $74,495-53.7% |
| Participation rate | 27.9% | 71.4%-43.5pp | 72.9%-45.0pp | 67.2%-39.3pp |
| Annual return | 34.49% | -40.34%+74.8pp | 3512.12%-3477.6pp | 1364.94%-1330.5pp |
| Employer contribution / active EE | $500 | $2,704-81.5% | $2,731-81.7% | $2,623-80.9% |
| Participant deferral / active EE | $1,333 | $3,636-63.3% | $4,000-66.7% | $4,346-69.3% |
| Admin fee / account holder | $3,853 | $896+330.1% | $3,998-3.6% | $1,942+98.4% |