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 | $18,000 | $96,305-81.3% | $80,569-77.7% | $139,434-87.1% |
| Participation rate | 54.2% | 73.6%-19.5pp | 67.0%-12.8pp | 80.3%-26.2pp |
| Annual return | 25.95% | 1350.08%-1324.1pp | 935.43%-909.5pp | 372.94%-347.0pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,921 | $5,232+13.2% | $4,447+33.1% | $6,710-11.8% |
| Admin fee / account holder | $6,094 | $6,599-7.6% | $5,377+13.3% | $11,403-46.6% |