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 7-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 | $127,053 | $167,484-24.1% | $151,611-16.2% | $134,475-5.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | 33.20% | 7.80%+25.4pp | 3.33%+29.9pp | 417.96%-384.8pp |
| Employer contribution / active EE | $1,820 | $6,829-73.3% | $6,166-70.5% | $4,740-61.6% |
| Participant deferral / active EE | $2,486 | $8,986-72.3% | $8,363-70.3% | $6,400-61.2% |
| Admin fee / account holder | $2,924 | $13,783-78.8% | $11,616-74.8% | $11,426-74.4% |