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 | $47,155 | $27,641+70.6% | $61,373-23.2% | $68,494-31.2% |
| Participation rate | 8.6% | 39.5%-30.9pp | 52.6%-43.9pp | 67.9%-59.3pp |
| Annual return | -9.46% | -13.24%+3.8pp | 338.61%-348.1pp | -7.84%-1.6pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $734 | $1,263-41.9% | $2,125-65.5% | $4,027-81.8% |
| Admin fee / account holder | $4,302 | $2,010+114.0% | $2,130+102.0% | $5,403-20.4% |