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 5-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 | $25,966 | $156,846-83.4% | $121,098-78.6% | $139,434-81.4% |
| Participation rate | 26.3% | 76.4%-50.1pp | 69.5%-43.2pp | 80.3%-54.0pp |
| Annual return | 753.91% | 1474.56%-720.6pp | 985.75%-231.8pp | 372.94%+381.0pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,045 | $4,844-78.4% | $4,080-74.4% | $6,710-84.4% |
| Admin fee / account holder | $571 | $6,946-91.8% | $5,644-89.9% | $11,403-95.0% |