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 | $13,413 | $27,243-50.8% | $52,425-74.4% | $79,634-83.2% |
| Participation rate | 6.0% | 22.4%-16.5pp | 55.6%-49.7pp | 62.5%-56.5pp |
| Annual return | 16.21% | 63.36%-47.1pp | 302.12%-285.9pp | 36.46%-20.2pp |
| Employer contribution / active EE | $30 | $319-90.7% | $914-96.8% | $2,529-98.8% |
| Participant deferral / active EE | $210 | $636-66.9% | $1,790-88.3% | $3,835-94.5% |
| Admin fee / account holder | $1,587 | $2,105-24.6% | $2,495-36.4% | $1,002+58.4% |