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 | $23,461 | $73,360-68.0% | $177,989-86.8% | $74,495-68.5% |
| Participation rate | 32.4% | 66.6%-34.2pp | 77.1%-44.7pp | 67.2%-34.8pp |
| Annual return | 9.74% | 17.49%-7.7pp | 294.48%-284.7pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $680 | $2,216-69.3% | $3,949-82.8% | $2,623-74.1% |
| Participant deferral / active EE | $1,451 | $4,513-67.8% | $6,276-76.9% | $4,346-66.6% |
| Admin fee / account holder | $11,609 | $1,808+542.2% | $10,363+12.0% | $1,942+497.9% |