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 6-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 | $19,104 | $29,660-35.6% | $56,411-66.1% | $80,856-76.4% |
| Participation rate | 16.7% | 41.6%-25.0pp | 52.5%-35.8pp | 67.6%-51.0pp |
| Annual return | 10.65% | 35.23%-24.6pp | 1701.33%-1690.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $763 | $1,226-37.8% | $1,952-60.9% | $4,296-82.2% |
| Admin fee / account holder | $7,291 | $2,428+200.3% | $2,829+157.7% | $6,918+5.4% |