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 | $149,705 | $167,307-10.5% | $143,757+4.1% | $134,475+11.3% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -1.86% | 0.46%-2.3pp | -0.04%-1.8pp | 417.96%-419.8pp |
| Employer contribution / active EE | $41 | $5,619-99.3% | $4,951-99.2% | $4,740-99.1% |
| Participant deferral / active EE | $2,525 | $6,446-60.8% | $5,637-55.2% | $6,400-60.5% |
| Admin fee / account holder | $1,707 | $18,088-90.6% | $14,673-88.4% | $11,426-85.1% |