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 | $123,140 | $96,128+28.1% | $136,007-9.5% | $80,856+52.3% |
| Participation rate | 47.7% | 71.2%-23.5pp | 76.5%-28.8pp | 67.6%-19.9pp |
| Annual return | 13.34% | 28.71%-15.4pp | 579.32%-566.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,192 | $3,351-64.4% | $4,217-71.7% | $2,755-56.7% |
| Participant deferral / active EE | $1,805 | $5,709-68.4% | $7,025-74.3% | $4,296-58.0% |
| Admin fee / account holder | $3,697 | $8,236-55.1% | $6,858-46.1% | $6,918-46.6% |