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 7-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 | $28,524 | $109,817-74.0% | $98,442-71.0% | $167,490-83.0% |
| Participation rate | 63.6% | 75.8%-12.2pp | 73.3%-9.7pp | 82.1%-18.5pp |
| Annual return | 13.93% | 1956.69%-1942.8pp | 1492.73%-1478.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,055 | $4,673+29.6% | $4,276+41.6% | $6,341-4.5% |
| Admin fee / account holder | $330 | $6,753-95.1% | $5,949-94.4% | $12,309-97.3% |