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 | $38,757 | $83,902-53.8% | $167,512-76.9% | $84,808-54.3% |
| Participation rate | 35.7% | 66.5%-30.8pp | 77.1%-41.3pp | 68.3%-32.6pp |
| Annual return | 39.93% | 91.55%-51.6pp | 1615.79%-1575.9pp | 40.90%-1.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,122 | $4,442-29.7% | $6,405-51.3% | $4,212-25.9% |
| Admin fee / account holder | $3,012 | $7,915-61.9% | $9,769-69.2% | $7,344-59.0% |