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 | $57,487 | $30,588+87.9% | $53,898+6.7% | $85,563-32.8% |
| Participation rate | 11.5% | 26.3%-14.8pp | 55.0%-43.4pp | 66.0%-54.4pp |
| Annual return | 13.43% | 50.42%-37.0pp | 528.60%-515.2pp | 31.51%-18.1pp |
| Employer contribution / active EE | $27 | $436-93.7% | $932-97.1% | $2,654-99.0% |
| Participant deferral / active EE | $390 | $848-54.0% | $1,826-78.6% | $4,375-91.1% |
| Admin fee / account holder | $11,894 | $1,879+533.0% | $2,491+377.5% | $834+1325.8% |