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 | $41,778 | $45,031-7.2% | $84,966-50.8% | $77,643-46.2% |
| Participation rate | 11.8% | 48.7%-36.9pp | 67.5%-55.7pp | 70.6%-58.8pp |
| Annual return | 18.05% | 79.22%-61.2pp | 66.38%-48.3pp | 31.24%-13.2pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,234 | $2,807-56.0% | $4,519-72.7% | $4,647-73.4% |
| Admin fee / account holder | $4,625 | $912+407.3% | $6,149-24.8% | $430+974.6% |