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 10-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 | $146,002 | $59,417+145.7% | $93,606+56.0% | $74,495+96.0% |
| Participation rate | 20.2% | 59.7%-39.5pp | 68.7%-48.5pp | 67.2%-47.0pp |
| Annual return | 12.89% | 81.83%-68.9pp | 133.20%-120.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $828 | $1,264-34.5% | $2,420-65.8% | $2,623-68.4% |
| Participant deferral / active EE | $1,043 | $3,050-65.8% | $4,411-76.4% | $4,346-76.0% |
| Admin fee / account holder | $7,335 | $3,021+142.8% | $8,285-11.5% | $1,942+277.7% |