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 | $77,719 | $29,319+165.1% | $52,425+48.2% | $82,448-5.7% |
| Participation rate | 8.3% | 46.9%-38.5pp | 55.6%-47.3pp | 68.1%-59.7pp |
| Annual return | 61.98% | 535.20%-473.2pp | 302.12%-240.1pp | 41.64%+20.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $503 | $1,171-57.1% | $1,790-71.9% | $4,139-87.9% |
| Admin fee / account holder | $1,390 | $1,962-29.2% | $2,495-44.3% | $7,234-80.8% |