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 | $154,205 | $109,881+40.3% | $150,045+2.8% | $84,808+81.8% |
| Participation rate | 39.6% | 76.1%-36.5pp | 82.3%-42.7pp | 68.3%-28.7pp |
| Annual return | 18.16% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,243 | $3,561-65.1% | $4,693-73.5% | $2,631-52.8% |
| Participant deferral / active EE | $2,280 | $6,636-65.6% | $7,997-71.5% | $4,212-45.9% |
| Admin fee / account holder | $5,952 | $8,568-30.5% | $13,435-55.7% | $7,344-18.9% |