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 | $103,672 | $99,985+3.7% | $146,665-29.3% | $85,850+20.8% |
| Participation rate | 37.6% | 73.1%-35.4pp | 80.1%-42.4pp | 69.3%-31.7pp |
| Annual return | 16.29% | 18.93%-2.6pp | 22.74%-6.5pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,367 | $2,559-46.6% | $4,136-67.0% | $2,565-46.7% |
| Participant deferral / active EE | $1,421 | $4,006-64.5% | $5,506-74.2% | $3,952-64.0% |
| Admin fee / account holder | $594 | $7,702-92.3% | $10,280-94.2% | $6,260-90.5% |