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 | $54,705-73.6% | $71,209-79.7% | $84,808-83.0% |
| Participation rate | 26.7% | 64.1%-37.4pp | 73.8%-47.1pp | 68.3%-41.6pp |
| Annual return | 98.31% | 35.90%+62.4pp | 282.51%-184.2pp | 40.90%+57.4pp |
| Employer contribution / active EE | $62 | $2,158-97.1% | $2,721-97.7% | $2,631-97.6% |
| Participant deferral / active EE | $1,911 | $3,030-36.9% | $4,175-54.2% | $4,212-54.6% |
| Admin fee / account holder | $17,724 | $4,863+264.4% | $5,349+231.4% | $7,344+141.3% |