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 4-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 | $80,231 | $72,071+11.3% | $68,368+17.4% | $137,256-41.5% |
| Participation rate | 8.3% | 76.2%-67.9pp | 73.8%-65.4pp | 80.0%-71.6pp |
| Annual return | 14.87% | 353.14%-338.3pp | 292.57%-277.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $308 | $2,788-89.0% | $2,649-88.4% | $4,156-92.6% |
| Participant deferral / active EE | $605 | $4,410-86.3% | $4,123-85.3% | $6,407-90.5% |
| Admin fee / account holder | $878 | $5,336-83.6% | $5,150-83.0% | $12,270-92.8% |