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 7-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 | $63,878 | $110,094-42.0% | $151,611-57.9% | $68,494-6.7% |
| Participation rate | 67.9% | 84.0%-16.0pp | 87.5%-19.5pp | 67.9%+0.1pp |
| Annual return | -15.85% | -10.12%-5.7pp | 3.33%-19.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,229 | $4,471-72.5% | $6,166-80.1% | $2,596-52.7% |
| Participant deferral / active EE | $3,811 | $6,527-41.6% | $8,363-54.4% | $4,027-5.4% |
| Admin fee / account holder | $5,963 | $7,719-22.7% | $11,616-48.7% | $5,403+10.4% |