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 10-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 | $155,496 | $142,344+9.2% | $119,609+30.0% | $134,475+15.6% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -14.33% | -12.44%-1.9pp | -14.97%+0.6pp | 417.96%-432.3pp |
| Employer contribution / active EE | $902 | $5,222-82.7% | $4,232-78.7% | $4,740-81.0% |
| Participant deferral / active EE | $2,925 | $6,469-54.8% | $5,602-47.8% | $6,400-54.3% |
| Admin fee / account holder | $137,482 | $13,584+912.1% | $10,323+1231.7% | $11,426+1103.2% |