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 | $29,319-89.1% | $52,425-93.9% | $82,448-96.1% |
| Participation rate | 18.0% | 46.9%-28.9pp | 55.6%-37.6pp | 68.1%-50.1pp |
| Annual return | 17.52% | 535.20%-517.7pp | 302.12%-284.6pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $473 | $1,171-59.7% | $1,790-73.6% | $4,139-88.6% |
| Admin fee / account holder | $715 | $1,962-63.5% | $2,495-71.3% | $7,234-90.1% |