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 | $28,542 | $81,900-65.2% | $119,609-76.1% | $68,494-58.3% |
| Participation rate | 37.0% | 71.9%-34.9pp | 79.3%-42.3pp | 67.9%-30.9pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.97%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,024 | $4,148-51.2% | $5,602-63.9% | $4,027-49.7% |
| Admin fee / account holder | $2,057 | $6,582-68.7% | $10,323-80.1% | $5,403-61.9% |