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 | $139,789 | $142,344-1.8% | $119,609+16.9% | $134,475+4.0% |
| Participation rate | 61.5% | 82.8%-21.3pp | 79.3%-17.7pp | 81.2%-19.7pp |
| Annual return | -19.91% | -12.44%-7.5pp | -14.97%-4.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $793 | $5,222-84.8% | $4,232-81.3% | $4,740-83.3% |
| Participant deferral / active EE | $5,147 | $6,469-20.4% | $5,602-8.1% | $6,400-19.6% |
| Admin fee / account holder | $1,685 | $13,584-87.6% | $10,323-83.7% | $11,426-85.3% |