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 | $243,044 | $165,335+47.0% | $149,696+62.4% | $158,922+52.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 8.77% | 348.15%-339.4pp | 276.60%-267.8pp | 302.83%-294.1pp |
| Employer contribution / active EE | $2,013 | $5,103-60.5% | $4,644-56.7% | $4,761-57.7% |
| Participant deferral / active EE | $2,153 | $7,181-70.0% | $6,842-68.5% | $5,982-64.0% |
| Admin fee / account holder | $7,554 | $10,807-30.1% | $9,309-18.8% | $11,246-32.8% |