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 | $22,671 | $111,724-79.7% | $93,606-75.8% | $145,922-84.5% |
| Participation rate | 58.8% | 74.2%-15.4pp | 68.7%-9.9pp | 80.3%-21.5pp |
| Annual return | 10.14% | 202.98%-192.8pp | 133.20%-123.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,907 | $3,090-5.9% | $2,420+20.1% | $4,660-37.6% |
| Participant deferral / active EE | $1,169 | $4,912-76.2% | $4,411-73.5% | $6,688-82.5% |
| Admin fee / account holder | $6,407 | $10,250-37.5% | $8,285-22.7% | $13,397-52.2% |