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 | $14,421 | $51,638-72.1% | $68,368-78.9% | $82,448-82.5% |
| Participation rate | 26.7% | 63.6%-36.9pp | 73.8%-47.1pp | 68.1%-41.4pp |
| Annual return | 98.31% | 37.53%+60.8pp | 292.57%-194.3pp | 41.64%+56.7pp |
| Employer contribution / active EE | $62 | $2,047-97.0% | $2,649-97.6% | $2,551-97.6% |
| Participant deferral / active EE | $1,911 | $2,914-34.4% | $4,123-53.6% | $4,139-53.8% |
| Admin fee / account holder | $17,724 | $4,643+281.7% | $5,150+244.2% | $7,234+145.0% |