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 | $15,016 | $99,020-84.8% | $86,590-82.7% | $147,584-89.8% |
| Participation rate | 69.2% | 76.3%-7.1pp | 73.5%-4.3pp | 82.8%-13.6pp |
| Annual return | 635.46% | 1312.34%-676.9pp | 964.84%-329.4pp | 578.55%+56.9pp |
| Employer contribution / active EE | $1,252 | $3,132-60.0% | $2,839-55.9% | $4,876-74.3% |
| Participant deferral / active EE | $200 | $3,972-95.0% | $3,609-94.5% | $5,439-96.3% |
| Admin fee / account holder | $1,106 | $5,710-80.6% | $4,906-77.4% | $10,885-89.8% |