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 7-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 | $29,112 | $210,648-86.2% | $177,989-83.6% | $145,922-80.0% |
| Participation rate | 14.3% | 80.8%-66.5pp | 77.1%-62.8pp | 80.3%-66.0pp |
| Annual return | 15.74% | 385.86%-370.1pp | 294.48%-278.7pp | 561.29%-545.5pp |
| Employer contribution / active EE | $868 | $4,565-81.0% | $3,949-78.0% | $4,660-81.4% |
| Participant deferral / active EE | $1,082 | $6,958-84.4% | $6,276-82.8% | $6,688-83.8% |
| Admin fee / account holder | $17,185 | $12,013+43.1% | $10,363+65.8% | $13,397+28.3% |