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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,209 | $35,183-48.2% | $73,545-75.2% | $70,131-74.0% |
| Participation rate | 32.8% | 42.9%-10.1pp | 54.9%-22.1pp | 69.5%-36.8pp |
| Annual return | 12.27% | 26.90%-14.6pp | -15.16%+27.4pp | 73.14%-60.9pp |
| Employer contribution / active EE | $167 | $709-76.5% | $1,219-86.3% | $2,342-92.9% |
| Participant deferral / active EE | $256 | $1,220-79.0% | $1,806-85.8% | $3,332-92.3% |
| Admin fee / account holder | $2,850 | $2,302+23.8% | $2,320+22.9% | $4,645-38.6% |