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 | $6,555 | $67,823-90.3% | $52,425-87.5% | $137,256-95.2% |
| Participation rate | 7.7% | 63.9%-56.2pp | 55.6%-47.9pp | 80.0%-72.3pp |
| Annual return | 18.50% | 219.11%-200.6pp | 302.12%-283.6pp | 220.34%-201.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $352 | $2,288-84.6% | $1,790-80.3% | $6,407-94.5% |
| Admin fee / account holder | $1,107 | $2,844-61.1% | $2,495-55.6% | $12,270-91.0% |