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 | $5,544 | $51,175-89.2% | $70,515-92.1% | $75,163-92.6% |
| Participation rate | 41.4% | 60.9%-19.6pp | 68.3%-27.0pp | 67.2%-25.8pp |
| Annual return | 30.21% | 30.02%+0.2pp | 32.77%-2.6pp | 160.62%-130.4pp |
| Employer contribution / active EE | $249 | $1,826-86.4% | $2,973-91.6% | $2,670-90.7% |
| Participant deferral / active EE | $1,160 | $2,849-59.3% | $4,567-74.6% | $4,125-71.9% |
| Admin fee / account holder | $333 | $4,091-91.9% | $6,412-94.8% | $5,651-94.1% |