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 | $12,106 | $100,852-88.0% | $90,404-86.6% | $158,922-92.4% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.7%-14.3pp | 82.0%-23.6pp |
| Annual return | 0.06% | 1724.20%-1724.1pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $885 | $3,689-76.0% | $3,262-72.9% | $4,761-81.4% |
| Participant deferral / active EE | $411 | $4,348-90.5% | $3,963-89.6% | $5,982-93.1% |
| Admin fee / account holder | $25,350 | $6,501+289.9% | $5,611+351.8% | $11,246+125.4% |