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 | $5,861 | $81,625-92.8% | $58,482-90.0% | $139,434-95.8% |
| Participation rate | 11.1% | 61.3%-50.2pp | 50.9%-39.7pp | 80.3%-69.2pp |
| Annual return | 22.99% | 7404.20%-7381.2pp | 4239.32%-4216.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $348 | $2,557-86.4% | $1,924-81.9% | $6,710-94.8% |
| Admin fee / account holder | $1,024 | $3,265-68.7% | $2,516-59.3% | $11,403-91.0% |