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 | $34,378 | $29,660+15.9% | $56,411-39.1% | $80,856-57.5% |
| Participation rate | 6.1% | 41.6%-35.5pp | 52.5%-46.3pp | 67.6%-61.5pp |
| Annual return | 14.96% | 35.23%-20.3pp | 1701.33%-1686.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $539 | $1,226-56.0% | $1,952-72.4% | $4,296-87.5% |
| Admin fee / account holder | $5,757 | $2,428+137.2% | $2,829+103.5% | $6,918-16.8% |