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 5-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 | $124,342 | $79,944+55.5% | $98,439+26.3% | $75,163+65.4% |
| Participation rate | 22.0% | 70.4%-48.3pp | 75.2%-53.1pp | 67.2%-45.2pp |
| Annual return | 13.67% | 19.75%-6.1pp | 21.16%-7.5pp | 160.62%-146.9pp |
| Employer contribution / active EE | $765 | $2,264-66.2% | $3,048-74.9% | $2,670-71.4% |
| Participant deferral / active EE | $1,386 | $3,752-63.0% | $4,738-70.7% | $4,125-66.4% |
| Admin fee / account holder | $70,872 | $6,840+936.2% | $8,948+692.1% | $5,651+1154.2% |