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 10-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 | $24,099 | $55,472-56.6% | $155,567-84.5% | $74,546-67.7% |
| Participation rate | 27.3% | 61.9%-34.6pp | 78.2%-50.9pp | 67.2%-39.9pp |
| Annual return | 0.00% | 268.72%-268.7pp | 64.74%-64.7pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $267 | $2,269-88.2% | $4,674-94.3% | $2,624-89.8% |
| Participant deferral / active EE | $1,265 | $2,838-55.4% | $5,628-77.5% | $4,347-70.9% |
| Admin fee / account holder | $5,350 | $1,743+207.0% | $15,916-66.4% | $1,944+175.3% |