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 | $108,228 | $167,484-35.4% | $151,611-28.6% | $134,475-19.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -11.21% | 7.80%-19.0pp | 3.33%-14.5pp | 417.96%-429.2pp |
| Employer contribution / active EE | $1,120 | $6,829-83.6% | $6,166-81.8% | $4,740-76.4% |
| Participant deferral / active EE | $6,833 | $8,986-24.0% | $8,363-18.3% | $6,400+6.8% |
| Admin fee / account holder | $1,257 | $13,783-90.9% | $11,616-89.2% | $11,426-89.0% |