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 | $198,015 | $108,919+81.8% | $100,391+97.2% | $145,922+35.7% |
| Participation rate | 36.8% | 82.9%-46.1pp | 81.5%-44.6pp | 80.3%-43.4pp |
| Annual return | 18.35% | 57.88%-39.5pp | 49.20%-30.9pp | 561.29%-542.9pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,212 | $8,445-73.8% | $8,082-72.6% | $6,688-66.9% |
| Admin fee / account holder | $11,875 | $9,689+22.6% | $7,899+50.3% | $13,397-11.4% |