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 5-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 | $104,407 | $197,825-47.2% | $155,790-33.0% | $125,391-16.7% |
| Participation rate | 7.1% | 82.1%-74.9pp | 76.1%-69.0pp | 83.2%-76.0pp |
| Annual return | 0.04% | 86.74%-86.7pp | 71.54%-71.5pp | 282.22%-282.2pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,533 | $5,630-55.0% | $4,797-47.2% | $5,352-52.7% |
| Admin fee / account holder | $107,283 | $9,545+1024.0% | $7,478+1334.7% | $9,540+1024.5% |