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 3-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 | $41,491 | $57,281-27.6% | $86,612-52.1% | $75,163-44.8% |
| Participation rate | 54.4% | 63.2%-8.8pp | 71.7%-17.3pp | 67.2%-12.8pp |
| Annual return | 0.00% | 2670.75%-2670.7pp | 591.07%-591.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $104 | $2,314-95.5% | $3,022-96.5% | $2,670-96.1% |
| Participant deferral / active EE | $1,502 | $3,318-54.7% | $4,438-66.1% | $4,125-63.6% |
| Admin fee / account holder | $6,966 | $4,112+69.4% | $5,614+24.1% | $5,651+23.3% |