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 | $3,186 | $30,400-89.5% | $53,898-94.1% | $84,808-96.2% |
| Participation rate | 18.0% | 46.4%-28.5pp | 55.0%-37.0pp | 68.3%-50.3pp |
| Annual return | 17.52% | 500.19%-482.7pp | 528.60%-511.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $473 | $1,199-60.6% | $1,826-74.1% | $4,212-88.8% |
| Admin fee / account holder | $715 | $1,993-64.1% | $2,491-71.3% | $7,344-90.3% |