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 | $15,049 | $77,899-80.7% | $149,673-89.9% | $75,163-80.0% |
| Participation rate | 32.8% | 65.6%-32.8pp | 78.8%-46.0pp | 67.2%-34.4pp |
| Annual return | 61.17% | 31.72%+29.5pp | 134.42%-73.2pp | 160.62%-99.4pp |
| Employer contribution / active EE | $184 | $3,137-94.1% | $4,818-96.2% | $2,670-93.1% |
| Participant deferral / active EE | $977 | $3,411-71.4% | $5,680-82.8% | $4,125-76.3% |
| Admin fee / account holder | $887 | $5,956-85.1% | $13,210-93.3% | $5,651-84.3% |