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 | $21,182 | $49,468-57.2% | $150,298-85.9% | $103,975-79.6% |
| Participation rate | 5.8% | 58.1%-52.3pp | 77.8%-71.9pp | 72.5%-66.7pp |
| Annual return | 34.17% | 38.98%-4.8pp | 62.79%-28.6pp | 19.41%+14.8pp |
| Employer contribution / active EE | $0 | $1,670-100.0% | $4,154-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $309 | $2,650-88.3% | $5,453-94.3% | $5,343-94.2% |
| Admin fee / account holder | $1,696 | $385+341.0% | $14,116-88.0% | $332+410.3% |