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 9-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 | $17,923 | $75,828-76.4% | $147,614-87.9% | $59,632-69.9% |
| Participation rate | 48.8% | 71.6%-22.7pp | 84.6%-35.8pp | 68.7%-19.8pp |
| Annual return | 0.85% | 0.37%+0.5pp | 61.98%-61.1pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $255 | $3,485-92.7% | $5,564-95.4% | $2,203-88.4% |
| Participant deferral / active EE | $1,091 | $3,130-65.2% | $4,895-77.7% | $3,192-65.8% |
| Admin fee / account holder | $519 | $5,985-91.3% | $11,611-95.5% | $4,297-87.9% |