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 | $37,337 | $30,400+22.8% | $53,898-30.7% | $84,808-56.0% |
| Participation rate | 9.1% | 46.4%-37.4pp | 55.0%-45.9pp | 68.3%-59.2pp |
| Annual return | 33.22% | 500.19%-467.0pp | 528.60%-495.4pp | 40.90%-7.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $454 | $1,199-62.1% | $1,826-75.1% | $4,212-89.2% |
| Admin fee / account holder | $3,411 | $1,993+71.1% | $2,491+36.9% | $7,344-53.6% |