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 6-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 | $110,437 | $159,901-30.9% | $146,958-24.9% | $145,922-24.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.81% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $6,375 | $5,286+20.6% | $4,933+29.2% | $4,660+36.8% |
| Participant deferral / active EE | $2,125 | $8,428-74.8% | $8,070-73.7% | $6,688-68.2% |
| Admin fee / account holder | $21,979 | $15,044+46.1% | $12,998+69.1% | $13,397+64.1% |