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 | $14,788 | $57,281-74.2% | $86,612-82.9% | $75,163-80.3% |
| Participation rate | 35.3% | 63.2%-27.9pp | 71.7%-36.4pp | 67.2%-31.9pp |
| Annual return | 22.70% | 2670.75%-2648.0pp | 591.07%-568.4pp | 160.62%-137.9pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,122 | $3,318-36.0% | $4,438-52.2% | $4,125-48.6% |
| Admin fee / account holder | $513 | $4,112-87.5% | $5,614-90.9% | $5,651-90.9% |