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 | $21,759 | $61,058-64.4% | $71,209-69.4% | $85,563-74.6% |
| Participation rate | 12.5% | 58.6%-46.1pp | 73.8%-61.3pp | 66.0%-53.5pp |
| Annual return | 10.13% | 100.41%-90.3pp | 282.51%-272.4pp | 31.51%-21.4pp |
| Employer contribution / active EE | $416 | $2,199-81.1% | $2,721-84.7% | $2,654-84.3% |
| Participant deferral / active EE | $336 | $3,173-89.4% | $4,175-92.0% | $4,375-92.3% |
| Admin fee / account holder | $893 | $855+4.5% | $5,349-83.3% | $834+7.1% |