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 7-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 | $3,719 | $27,641-86.5% | $61,373-93.9% | $68,494-94.6% |
| Participation rate | 25.8% | 39.5%-13.7pp | 52.6%-26.8pp | 67.9%-42.1pp |
| Annual return | -19.24% | -13.24%-6.0pp | 338.61%-357.8pp | -7.84%-11.4pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,196 | $1,263-5.3% | $2,125-43.7% | $4,027-70.3% |
| Admin fee / account holder | $690 | $2,010-65.7% | $2,130-67.6% | $5,403-87.2% |