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 3-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 | $10,874 | $58,208-81.3% | $81,812-86.7% | $80,856-86.6% |
| Participation rate | 31.8% | 63.4%-31.6pp | 72.3%-40.5pp | 67.6%-35.8pp |
| Annual return | 16.60% | 41.66%-25.1pp | 773.79%-757.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,959 | $3,281-40.3% | $4,319-54.6% | $4,296-54.4% |
| Admin fee / account holder | $1,436 | $4,981-71.2% | $7,386-80.6% | $6,918-79.2% |