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 | $37,402 | $71,964-48.0% | $167,512-77.7% | $85,563-56.3% |
| Participation rate | 18.6% | 61.0%-42.4pp | 77.1%-58.5pp | 66.0%-47.4pp |
| Annual return | 14.64% | 18.83%-4.2pp | 1615.79%-1601.2pp | 31.51%-16.9pp |
| Employer contribution / active EE | $0 | $1,875-100.0% | $3,882-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,449 | $4,110-64.7% | $6,405-77.4% | $4,375-66.9% |
| Admin fee / account holder | $1,418 | $815+73.9% | $9,769-85.5% | $834+69.9% |