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 5-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 | $24,159 | $176,377-86.3% | $134,143-82.0% | $158,922-84.8% |
| Participation rate | 13.6% | 78.7%-65.1pp | 72.2%-58.5pp | 82.0%-68.3pp |
| Annual return | 0.00% | 63.63%-63.6pp | 36.33%-36.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $347 | $4,091-91.5% | $3,499-90.1% | $5,982-94.2% |
| Admin fee / account holder | $346 | $8,718-96.0% | $6,684-94.8% | $11,246-96.9% |