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 9-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 | $130,865 | $96,484+35.6% | $156,263-16.3% | $74,304+76.1% |
| Participation rate | 17.8% | 67.7%-49.8pp | 78.9%-61.1pp | 60.3%-42.5pp |
| Annual return | 19.66% | 17.73%+1.9pp | 59.47%-39.8pp | 29.43%-9.8pp |
| Employer contribution / active EE | $856 | $2,528-66.2% | $4,333-80.3% | $2,241-61.8% |
| Participant deferral / active EE | $1,786 | $4,286-58.3% | $6,158-71.0% | $3,767-52.6% |
| Admin fee / account holder | $1,459 | $3,728-60.9% | $14,255-89.8% | $2,969-50.9% |