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 | $153,053 | $95,803+59.8% | $113,168+35.2% | $84,808+80.5% |
| Participation rate | 28.1% | 72.9%-44.7pp | 76.6%-48.4pp | 68.3%-40.2pp |
| Annual return | 12.93% | 25.00%-12.1pp | 24.27%-11.3pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,861 | $4,242-56.1% | $5,107-63.6% | $4,212-55.8% |
| Admin fee / account holder | $23,590 | $8,989+162.4% | $12,068+95.5% | $7,344+221.2% |