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 | $89,172 | $81,208+9.8% | $98,907-9.8% | $79,858+11.7% |
| Participation rate | 30.4% | 72.5%-42.1pp | 76.0%-45.7pp | 69.6%-39.3pp |
| Annual return | 14.41% | 60.99%-46.6pp | 196.43%-182.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $933 | $1,960-52.4% | $2,689-65.3% | $2,471-62.2% |
| Participant deferral / active EE | $1,238 | $3,265-62.1% | $4,244-70.8% | $3,740-66.9% |
| Admin fee / account holder | $1,411 | $6,013-76.5% | $6,642-78.8% | $5,306-73.4% |