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 | $14,586 | $95,416-84.7% | $185,823-92.2% | $85,850-83.0% |
| Participation rate | 49.3% | 68.8%-19.4pp | 81.7%-32.4pp | 69.3%-20.0pp |
| Annual return | 10.14% | 23.59%-13.4pp | 122.05%-111.9pp | 318.53%-308.4pp |
| Employer contribution / active EE | $833 | $3,314-74.8% | $5,167-83.9% | $2,565-67.5% |
| Participant deferral / active EE | $561 | $3,423-83.6% | $5,568-89.9% | $3,952-85.8% |
| Admin fee / account holder | $653 | $7,213-90.9% | $16,237-96.0% | $6,260-89.6% |