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 | $19,853 | $35,183-43.6% | $73,545-73.0% | $70,131-71.7% |
| Participation rate | 8.1% | 42.9%-34.8pp | 54.9%-46.8pp | 69.5%-61.4pp |
| Annual return | 12.35% | 26.90%-14.6pp | -15.16%+27.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $95 | $709-86.6% | $1,219-92.2% | $2,342-95.9% |
| Participant deferral / active EE | $190 | $1,220-84.4% | $1,806-89.5% | $3,332-94.3% |
| Admin fee / account holder | $470 | $2,302-79.6% | $2,320-79.8% | $4,645-89.9% |