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 5-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 | $8,354 | $27,839-70.0% | $58,482-85.7% | $71,457-88.3% |
| Participation rate | 8.0% | 34.5%-26.5pp | 50.9%-42.9pp | 67.9%-59.9pp |
| Annual return | 19.11% | 26.81%-7.7pp | 4239.32%-4220.2pp | 28.85%-9.7pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $337 | $1,206-72.0% | $1,924-82.5% | $4,289-92.1% |
| Admin fee / account holder | $667 | $1,641-59.3% | $2,516-73.5% | $1,587-58.0% |