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 6-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 | $8,956 | $30,400-70.5% | $53,898-83.4% | $84,808-89.4% |
| Participation rate | 12.5% | 46.4%-33.9pp | 55.0%-42.5pp | 68.3%-55.8pp |
| Annual return | 16.92% | 500.19%-483.3pp | 528.60%-511.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,268 | $1,199+5.8% | $1,826-30.6% | $4,212-69.9% |
| Admin fee / account holder | $6,276 | $1,993+214.8% | $2,491+152.0% | $7,344-14.5% |