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 3-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 | $13,490 | $29,319-54.0% | $52,425-74.3% | $82,448-83.6% |
| Participation rate | 9.8% | 46.9%-37.0pp | 55.6%-45.8pp | 68.1%-58.2pp |
| Annual return | 18.26% | 535.20%-516.9pp | 302.12%-283.9pp | 41.64%-23.4pp |
| Employer contribution / active EE | $47 | $586-92.0% | $914-94.9% | $2,551-98.2% |
| Participant deferral / active EE | $258 | $1,171-78.0% | $1,790-85.6% | $4,139-93.8% |
| Admin fee / account holder | $601 | $1,962-69.4% | $2,495-75.9% | $7,234-91.7% |