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 | $18,179 | $77,899-76.7% | $149,673-87.9% | $75,163-75.8% |
| Participation rate | 10.2% | 65.6%-55.4pp | 78.8%-68.6pp | 67.2%-57.0pp |
| Annual return | 38.12% | 31.72%+6.4pp | 134.42%-96.3pp | 160.62%-122.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,139 | $3,411-66.6% | $5,680-79.9% | $4,125-72.4% |
| Admin fee / account holder | $1,436 | $5,956-75.9% | $13,210-89.1% | $5,651-74.6% |