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 | $79,683 | $58,694+35.8% | $142,863-44.2% | $85,850-7.2% |
| Participation rate | 27.9% | 58.5%-30.6pp | 71.9%-44.0pp | 69.3%-41.4pp |
| Annual return | 37.19% | 27.72%+9.5pp | 5637.54%-5600.4pp | 318.53%-281.3pp |
| Employer contribution / active EE | $211 | $1,423-85.2% | $4,144-94.9% | $2,565-91.8% |
| Participant deferral / active EE | $0 | $2,607-100.0% | $3,837-100.0% | $3,952-100.0% |
| Admin fee / account holder | $924 | $4,239-78.2% | $6,560-85.9% | $6,260-85.2% |