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 | $9,551 | $29,660-67.8% | $56,411-83.1% | $80,856-88.2% |
| Participation rate | 7.7% | 41.6%-34.0pp | 52.5%-44.8pp | 67.6%-59.9pp |
| Annual return | 17.45% | 35.23%-17.8pp | 1701.33%-1683.9pp | 35.59%-18.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $377 | $1,226-69.3% | $1,952-80.7% | $4,296-91.2% |
| Admin fee / account holder | $399 | $2,428-83.6% | $2,829-85.9% | $6,918-94.2% |