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 | $13,448 | $99,640-86.5% | $86,436-84.4% | $134,475-90.0% |
| Participation rate | 54.5% | 82.0%-27.5pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -2.27% | 6782.58%-6784.8pp | 4394.89%-4397.2pp | 417.96%-420.2pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,668 | $7,246-49.4% | $6,952-47.2% | $6,400-42.7% |
| Admin fee / account holder | $5,716 | $8,371-31.7% | $6,731-15.1% | $11,426-50.0% |