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 5-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 | $13,788 | $111,724-87.7% | $93,606-85.3% | $145,922-90.6% |
| Participation rate | 31.8% | 74.2%-42.4pp | 68.7%-36.9pp | 80.3%-48.5pp |
| Annual return | 4.36% | 202.98%-198.6pp | 133.20%-128.8pp | 561.29%-556.9pp |
| Employer contribution / active EE | $826 | $3,090-73.3% | $2,420-65.9% | $4,660-82.3% |
| Participant deferral / active EE | $1,110 | $4,912-77.4% | $4,411-74.8% | $6,688-83.4% |
| Admin fee / account holder | $361 | $10,250-96.5% | $8,285-95.6% | $13,397-97.3% |