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 | $27,955 | $90,348-69.1% | $75,972-63.2% | $145,922-80.8% |
| Participation rate | 21.7% | 74.5%-52.7pp | 69.1%-47.3pp | 80.3%-58.5pp |
| Annual return | 8.69% | 620.88%-612.2pp | 359.55%-350.9pp | 561.29%-552.6pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,617 | $5,162-68.7% | $4,255-62.0% | $6,688-75.8% |
| Admin fee / account holder | $10,157 | $8,467+20.0% | $6,467+57.1% | $13,397-24.2% |