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 6-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 | $92,246 | $88,751+3.9% | $81,812+12.8% | $145,922-36.8% |
| Participation rate | 52.6% | 75.0%-22.4pp | 72.3%-19.7pp | 80.3%-27.6pp |
| Annual return | 39.33% | 1025.40%-986.1pp | 773.79%-734.5pp | 561.29%-522.0pp |
| Employer contribution / active EE | $145 | $3,083-95.3% | $2,912-95.0% | $4,660-96.9% |
| Participant deferral / active EE | $2,172 | $4,643-53.2% | $4,319-49.7% | $6,688-67.5% |
| Admin fee / account holder | $512 | $8,415-93.9% | $7,386-93.1% | $13,397-96.2% |