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 | $30,179 | $92,703-67.4% | $82,719-63.5% | $134,475-77.6% |
| Participation rate | 5.9% | 75.2%-69.3pp | 72.6%-66.7pp | 81.2%-75.3pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $216 | $3,274-93.4% | $3,009-92.8% | $4,740-95.4% |
| Participant deferral / active EE | $1,588 | $4,802-66.9% | $4,395-63.9% | $6,400-75.2% |
| Admin fee / account holder | $683 | $5,983-88.6% | $5,329-87.2% | $11,426-94.0% |