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 | $15,603 | $30,400-48.7% | $53,898-71.1% | $84,808-81.6% |
| Participation rate | 21.6% | 46.4%-24.8pp | 55.0%-33.3pp | 68.3%-46.7pp |
| Annual return | 10.39% | 500.19%-489.8pp | 528.60%-518.2pp | 40.90%-30.5pp |
| Employer contribution / active EE | $80 | $603-86.8% | $932-91.4% | $2,631-97.0% |
| Participant deferral / active EE | $177 | $1,199-85.2% | $1,826-90.3% | $4,212-95.8% |
| Admin fee / account holder | $1,519 | $1,993-23.8% | $2,491-39.0% | $7,344-79.3% |