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 | $15,777 | $64,839-75.7% | $95,585-83.5% | $84,808-81.4% |
| Participation rate | 25.0% | 63.8%-38.8pp | 72.1%-47.1pp | 68.3%-43.3pp |
| Annual return | 20.06% | -670.96%+691.0pp | 38.56%-18.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,169 | $2,965-60.6% | $4,023-70.9% | $4,212-72.2% |
| Admin fee / account holder | $956 | $5,964-84.0% | $6,127-84.4% | $7,344-87.0% |