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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,016 | $57,281-73.8% | $86,612-82.7% | $75,163-80.0% |
| Participation rate | 22.0% | 63.2%-41.2pp | 71.7%-49.7pp | 67.2%-45.2pp |
| Annual return | 6.41% | 2670.75%-2664.3pp | 591.07%-584.7pp | 160.62%-154.2pp |
| Employer contribution / active EE | $385 | $2,314-83.4% | $3,022-87.3% | $2,670-85.6% |
| Participant deferral / active EE | $787 | $3,318-76.3% | $4,438-82.3% | $4,125-80.9% |
| Admin fee / account holder | $10,590 | $4,112+157.5% | $5,614+88.6% | $5,651+87.4% |