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 | $5,827 | $69,207-91.6% | $64,056-90.9% | $139,434-95.8% |
| Participation rate | 38.1% | 75.6%-37.5pp | 72.3%-34.2pp | 80.3%-42.2pp |
| Annual return | 62.00% | 45.88%+16.1pp | 33.69%+28.3pp | 372.94%-310.9pp |
| Employer contribution / active EE | $4 | $3,182-99.9% | $2,747-99.8% | $4,751-99.9% |
| Participant deferral / active EE | $2,454 | $4,682-47.6% | $3,880-36.8% | $6,710-63.4% |
| Admin fee / account holder | $410 | $4,244-90.3% | $3,068-86.6% | $11,403-96.4% |