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 | $29,879 | $68,346-56.3% | $94,646-68.4% | $75,163-60.2% |
| Participation rate | 67.9% | 76.1%-8.2pp | 80.8%-13.0pp | 67.2%+0.7pp |
| Annual return | 12.96% | 616.93%-604.0pp | 156.71%-143.7pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,096 | $2,701-59.4% | $3,672-70.2% | $2,670-59.0% |
| Participant deferral / active EE | $1,295 | $6,537-80.2% | $7,418-82.5% | $4,125-68.6% |
| Admin fee / account holder | $1,332 | $5,326-75.0% | $7,231-81.6% | $5,651-76.4% |