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 | $16,739 | $105,126-84.1% | $94,646-82.3% | $139,434-88.0% |
| Participation rate | 69.2% | 82.4%-13.1pp | 80.8%-11.6pp | 80.3%-11.1pp |
| Annual return | 297.32% | 38.03%+259.3pp | 156.71%+140.6pp | 372.94%-75.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $11,464 | $7,599+50.9% | $7,418+54.5% | $6,710+70.8% |
| Admin fee / account holder | $2,026 | $8,984-77.5% | $7,231-72.0% | $11,403-82.2% |