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 | $13,321 | $31,310-57.5% | $53,898-75.3% | $74,304-82.1% |
| Participation rate | 11.3% | 30.7%-19.3pp | 55.0%-43.6pp | 60.3%-49.0pp |
| Annual return | 19.95% | 23.16%-3.2pp | 528.60%-508.7pp | 29.43%-9.5pp |
| Employer contribution / active EE | $14 | $450-97.0% | $932-98.5% | $2,241-99.4% |
| Participant deferral / active EE | $450 | $934-51.8% | $1,826-75.4% | $3,767-88.1% |
| Admin fee / account holder | $751 | $2,175-65.5% | $2,491-69.9% | $2,969-74.7% |