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 | $149,431 | $144,119+3.7% | $117,854+26.8% | $147,584+1.3% |
| Participation rate | 40.0% | 83.4%-43.4pp | 79.7%-39.7pp | 82.8%-42.8pp |
| Annual return | 14.37% | 531.15%-516.8pp | 335.08%-320.7pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,311 | $4,896-73.2% | $3,786-65.4% | $4,876-73.1% |
| Participant deferral / active EE | $1,501 | $5,316-71.8% | $4,482-66.5% | $5,439-72.4% |
| Admin fee / account holder | $8,874 | $10,886-18.5% | $8,020+10.7% | $10,885-18.5% |