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 9-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 | $105,002 | $87,733+19.7% | $106,548-1.5% | $85,850+22.3% |
| Participation rate | 69.2% | 71.9%-2.7pp | 76.1%-6.9pp | 69.3%-0.1pp |
| Annual return | 18.57% | 21.86%-3.3pp | 26.80%-8.2pp | 318.53%-300.0pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,801 | $3,469-19.3% | $4,398-36.3% | $3,952-29.1% |
| Admin fee / account holder | $12,558 | $6,767+85.6% | $7,407+69.5% | $6,260+100.6% |