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 | $17,484 | $100,004-82.5% | $81,438-78.5% | $145,959-88.0% |
| Participation rate | 23.1% | 74.2%-51.1pp | 69.5%-46.4pp | 80.3%-57.2pp |
| Annual return | 3.16% | 34.34%-31.2pp | 24.74%-21.6pp | 561.95%-558.8pp |
| Employer contribution / active EE | $541 | $2,970-81.8% | $2,460-78.0% | $4,661-88.4% |
| Participant deferral / active EE | $678 | $4,603-85.3% | $3,883-82.5% | $6,689-89.9% |
| Admin fee / account holder | $109,322 | $8,202+1232.9% | $5,764+1796.8% | $13,398+716.0% |