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 7-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 | $32,131 | $32,037+0.3% | $69,182-53.6% | $62,891-48.9% |
| Participation rate | 15.0% | 43.4%-28.4pp | 55.1%-40.1pp | 69.3%-54.3pp |
| Annual return | 147.54% | 15.16%+132.4pp | -21.93%+169.5pp | 20.14%+127.4pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $868 | $1,185-26.8% | $1,897-54.3% | $3,203-72.9% |
| Admin fee / account holder | $1,385 | $2,608-46.9% | $2,697-48.7% | $4,296-67.8% |