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 | $25,695 | $40,385-36.4% | $80,569-68.1% | $74,419-65.5% |
| Participation rate | 12.3% | 47.4%-35.1pp | 67.0%-54.7pp | 70.7%-58.4pp |
| Annual return | 17.44% | 164.85%-147.4pp | 935.43%-918.0pp | 34.38%-16.9pp |
| Employer contribution / active EE | $111 | $1,496-92.6% | $2,723-95.9% | $2,637-95.8% |
| Participant deferral / active EE | $747 | $2,674-72.1% | $4,447-83.2% | $4,528-83.5% |
| Admin fee / account holder | $1,581 | $720+119.6% | $5,377-70.6% | $348+354.5% |