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 | $12,170 | $70,756-82.8% | $65,493-81.4% | $142,382-91.5% |
| Participation rate | 55.6% | 77.4%-21.8pp | 73.1%-17.5pp | 80.1%-24.6pp |
| Annual return | 14.95% | 1754.89%-1739.9pp | 982.45%-967.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,838 | $4,637-60.4% | $3,961-53.6% | $6,507-71.8% |
| Admin fee / account holder | $2,946 | $6,559-55.1% | $5,028-41.4% | $12,624-76.7% |