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 | $13,451 | $48,230-72.1% | $67,502-80.1% | $80,856-83.4% |
| Participation rate | 23.1% | 66.4%-43.3pp | 72.9%-49.8pp | 67.6%-44.6pp |
| Annual return | 8.54% | 18.28%-9.7pp | 3512.12%-3503.6pp | 35.59%-27.1pp |
| Employer contribution / active EE | $533 | $2,020-73.6% | $2,731-80.5% | $2,755-80.7% |
| Participant deferral / active EE | $675 | $2,924-76.9% | $4,000-83.1% | $4,296-84.3% |
| Admin fee / account holder | $2,461 | $3,681-33.1% | $3,998-38.4% | $6,918-64.4% |