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 | $27,345 | $52,406-47.8% | $129,207-78.8% | $74,495-63.3% |
| Participation rate | 25.6% | 53.8%-28.2pp | 69.6%-44.1pp | 67.2%-41.6pp |
| Annual return | 15.26% | 15.66%-0.4pp | 9417.33%-9402.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $225 | $1,531-85.3% | $4,153-94.6% | $2,623-91.4% |
| Participant deferral / active EE | $1,375 | $2,794-50.8% | $4,168-67.0% | $4,346-68.4% |
| Admin fee / account holder | $4,434 | $2,633+68.4% | $7,715-42.5% | $1,942+128.3% |