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 8-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 | $64,995 | $57,354+13.3% | $83,848-22.5% | $64,186+1.3% |
| Participation rate | 7.5% | 68.6%-61.1pp | 76.1%-68.6pp | 69.6%-62.0pp |
| Annual return | 3.84% | 11.38%-7.5pp | 850.88%-847.0pp | 7.63%-3.8pp |
| Employer contribution / active EE | $96 | $2,545-96.2% | $3,631-97.4% | $2,381-96.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,274 | $4,046+55.1% | $5,478+14.5% | $4,888+28.4% |