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 3-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 | $4,804 | $31,310-84.7% | $53,898-91.1% | $74,304-93.5% |
| Participation rate | 50.0% | 30.7%+19.3pp | 55.0%-5.0pp | 60.3%-10.3pp |
| Annual return | 20.10% | 23.16%-3.1pp | 528.60%-508.5pp | 29.43%-9.3pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $898 | $934-3.8% | $1,826-50.8% | $3,767-76.2% |
| Admin fee / account holder | $887 | $2,175-59.2% | $2,491-64.4% | $2,969-70.1% |