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 | $5,954 | $34,934-83.0% | $56,411-89.4% | $74,495-92.0% |
| Participation rate | 14.7% | 32.8%-18.1pp | 52.5%-37.8pp | 67.2%-52.5pp |
| Annual return | 14.31% | 25.94%-11.6pp | 1701.33%-1687.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $94 | $609-84.5% | $1,039-90.9% | $2,623-96.4% |
| Participant deferral / active EE | $311 | $1,170-73.5% | $1,952-84.1% | $4,346-92.9% |
| Admin fee / account holder | $357 | $2,364-84.9% | $2,829-87.4% | $1,942-81.6% |