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 | $16,939 | $69,515-75.6% | $86,874-80.5% | $85,850-80.3% |
| Participation rate | 50.0% | 66.3%-16.3pp | 71.6%-21.6pp | 69.3%-19.3pp |
| Annual return | 10.11% | 20.12%-10.0pp | 63.52%-53.4pp | 318.53%-308.4pp |
| Employer contribution / active EE | $442 | $1,880-76.5% | $2,495-82.3% | $2,565-82.8% |
| Participant deferral / active EE | $1,038 | $2,919-64.4% | $3,699-71.9% | $3,952-73.7% |
| Admin fee / account holder | $1,533 | $5,972-74.3% | $5,828-73.7% | $6,260-75.5% |