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 | $30,400+155.7% | $53,898+44.2% | $84,808-8.4% |
| Participation rate | 8.3% | 46.4%-38.1pp | 55.0%-46.6pp | 68.3%-60.0pp |
| Annual return | 61.98% | 500.19%-438.2pp | 528.60%-466.6pp | 40.90%+21.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $503 | $1,199-58.1% | $1,826-72.5% | $4,212-88.1% |
| Admin fee / account holder | $1,390 | $1,993-30.3% | $2,491-44.2% | $7,344-81.1% |