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 | $15,271 | $48,265-68.4% | $68,791-77.8% | $68,494-77.7% |
| Participation rate | 9.4% | 60.7%-51.3pp | 69.0%-59.6pp | 67.9%-58.5pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $224 | $1,829-87.7% | $2,655-91.6% | $2,596-91.4% |
| Participant deferral / active EE | $1,463 | $2,867-49.0% | $3,941-62.9% | $4,027-63.7% |
| Admin fee / account holder | $1,795 | $4,355-58.8% | $4,932-63.6% | $5,403-66.8% |