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 10-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 | $21,221 | $47,977-55.8% | $154,107-86.2% | $56,287-62.3% |
| Participation rate | 61.4% | 66.2%-4.8pp | 83.0%-21.7pp | 69.9%-8.5pp |
| Annual return | -0.44% | 3.54%-4.0pp | 735.12%-735.6pp | -9.96%+9.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,090 | $2,392-54.4% | $5,081-78.6% | $3,350-67.5% |
| Admin fee / account holder | $3,234 | $438+637.9% | $13,411-75.9% | $521+520.7% |