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 | $178,364 | $115,770+54.1% | $101,248+76.2% | $158,922+12.2% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 2400.78% | 56.14%+2344.6pp | 46.47%+2354.3pp | 302.83%+2098.0pp |
| Employer contribution / active EE | $1,001 | $4,175-76.0% | $3,660-72.7% | $4,761-79.0% |
| Participant deferral / active EE | $1,263 | $4,957-74.5% | $4,370-71.1% | $5,982-78.9% |
| Admin fee / account holder | $1,012 | $7,245-86.0% | $5,945-83.0% | $11,246-91.0% |