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 8-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 | $136,752 | $88,672+54.2% | $105,223+30.0% | $82,448+65.9% |
| Participation rate | 20.9% | 67.9%-47.0pp | 75.0%-54.1pp | 68.1%-47.2pp |
| Annual return | 18.76% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $949 | $3,048-68.9% | $3,689-74.3% | $2,551-62.8% |
| Participant deferral / active EE | $1,534 | $4,036-62.0% | $5,072-69.7% | $4,139-62.9% |
| Admin fee / account holder | $2,384 | $7,146-66.6% | $8,859-73.1% | $7,234-67.0% |