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 | $22,368 | $59,107-62.2% | $86,436-74.1% | $68,494-67.3% |
| Participation rate | 50.8% | 75.2%-24.4pp | 80.3%-29.5pp | 67.9%-17.0pp |
| Annual return | -0.85% | -0.23%-0.6pp | 4394.89%-4395.7pp | -7.84%+7.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,921 | $5,901+0.3% | $6,952-14.8% | $4,027+47.0% |
| Admin fee / account holder | $1,017 | $5,637-81.9% | $6,731-84.9% | $5,403-81.2% |