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.
Participant 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 | $138,350 | $156,846-11.8% | $121,098+14.2% | $139,434-0.8% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 15.23% | 1474.56%-1459.3pp | 985.75%-970.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $6,517 | $5,536+17.7% | $4,164+56.5% | $4,751+37.2% |
| Participant deferral / active EE | $200 | $4,844-95.9% | $4,080-95.1% | $6,710-97.0% |
| Admin fee / account holder | $362 | $6,946-94.8% | $5,644-93.6% | $11,403-96.8% |