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 4-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 | $37,605 | $29,548+27.3% | $56,411-33.3% | $77,643-51.6% |
| Participation rate | 4.0% | 32.7%-28.6pp | 52.5%-48.4pp | 70.6%-66.5pp |
| Annual return | 12.47% | 19.01%-6.5pp | 1701.33%-1688.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $82 | $568-85.5% | $1,039-92.1% | $2,726-97.0% |
| Participant deferral / active EE | $444 | $1,061-58.2% | $1,952-77.3% | $4,647-90.4% |
| Admin fee / account holder | $450 | $1,046-57.0% | $2,829-84.1% | $430+4.6% |