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 | $31,845 | $69,010-53.9% | $159,960-80.1% | $68,494-53.5% |
| Participation rate | 15.4% | 65.4%-50.0pp | 78.0%-62.6pp | 67.9%-52.5pp |
| Annual return | 426.75% | -9.65%+436.4pp | 408.60%+18.1pp | -7.84%+434.6pp |
| Employer contribution / active EE | $236 | $2,213-89.4% | $4,226-94.4% | $2,596-90.9% |
| Participant deferral / active EE | $1,433 | $4,212-66.0% | $6,182-76.8% | $4,027-64.4% |
| Admin fee / account holder | $1,860 | $4,798-61.2% | $8,698-78.6% | $5,403-65.6% |