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 | $169,706 | $132,634+28.0% | $115,768+46.6% | $137,256+23.6% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.4%-45.8pp | 80.0%-51.4pp |
| Annual return | 15.44% | 160.70%-145.3pp | 100.46%-85.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $878 | $3,360-73.9% | $2,940-70.1% | $4,156-78.9% |
| Participant deferral / active EE | $375 | $5,619-93.3% | $4,917-92.4% | $6,407-94.1% |
| Admin fee / account holder | $1,974 | $15,028-86.9% | $12,439-84.1% | $12,270-83.9% |