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 | $9,248 | $29,548-68.7% | $56,411-83.6% | $77,643-88.1% |
| Participation rate | 8.5% | 32.7%-24.1pp | 52.5%-43.9pp | 70.6%-62.0pp |
| Annual return | 12.71% | 19.01%-6.3pp | 1701.33%-1688.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $72 | $568-87.3% | $1,039-93.0% | $2,726-97.3% |
| Participant deferral / active EE | $290 | $1,061-72.7% | $1,952-85.2% | $4,647-93.8% |
| Admin fee / account holder | $4,294 | $1,046+310.5% | $2,829+51.8% | $430+897.6% |