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 | $36,782 | $109,817-66.5% | $98,442-62.6% | $167,490-78.0% |
| Participation rate | 18.8% | 75.8%-57.1pp | 73.3%-54.6pp | 82.1%-63.4pp |
| Annual return | 8.67% | 1956.69%-1948.0pp | 1492.73%-1484.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $280 | $3,224-91.3% | $2,960-90.5% | $4,837-94.2% |
| Participant deferral / active EE | $280 | $4,673-94.0% | $4,276-93.4% | $6,341-95.6% |
| Admin fee / account holder | $6,782 | $6,753+0.4% | $5,949+14.0% | $12,309-44.9% |