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 | $9,396 | $48,795-80.7% | $65,493-85.7% | $84,808-88.9% |
| Participation rate | 51.7% | 67.0%-15.3pp | 73.1%-21.4pp | 68.3%-16.6pp |
| Annual return | 20.27% | 20.20%+0.1pp | 982.45%-962.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,128 | $2,928-27.3% | $3,961-46.3% | $4,212-49.5% |
| Admin fee / account holder | $420 | $3,877-89.2% | $5,028-91.6% | $7,344-94.3% |