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 | $44,523 | $90,320-50.7% | $59,496-25.2% | $125,391-64.5% |
| Participation rate | 22.2% | 68.3%-46.1pp | 54.6%-32.3pp | 83.2%-61.0pp |
| Annual return | 0.63% | 369.13%-368.5pp | 182.05%-181.4pp | 282.22%-281.6pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,204 | $2,716+91.6% | $1,829+184.5% | $5,352-2.8% |
| Admin fee / account holder | $968 | $3,063-68.4% | $2,232-56.6% | $9,540-89.8% |