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 | $57,397 | $39,019+47.1% | $80,716-28.9% | $85,850-33.1% |
| Participation rate | 14.3% | 41.5%-27.3pp | 54.2%-39.9pp | 69.3%-55.0pp |
| Annual return | 11.76% | 26.27%-14.5pp | 87.28%-75.5pp | 318.53%-306.8pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,554 | $1,326+17.2% | $2,146-27.6% | $3,952-60.7% |
| Admin fee / account holder | $20,198 | $2,431+730.9% | $3,380+497.6% | $6,260+222.6% |