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 | $10,515 | $30,400-65.4% | $53,898-80.5% | $84,808-87.6% |
| Participation rate | 28.7% | 46.4%-17.7pp | 55.0%-26.2pp | 68.3%-39.6pp |
| Annual return | 18.96% | 500.19%-481.2pp | 528.60%-509.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $673 | $1,199-43.9% | $1,826-63.1% | $4,212-84.0% |
| Admin fee / account holder | $969 | $1,993-51.4% | $2,491-61.1% | $7,344-86.8% |