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 | $16,097 | $99,020-83.7% | $86,590-81.4% | $147,584-89.1% |
| Participation rate | 37.5% | 76.3%-38.8pp | 73.5%-36.0pp | 82.8%-45.3pp |
| Annual return | 7.21% | 1312.34%-1305.1pp | 964.84%-957.6pp | 578.55%-571.3pp |
| Employer contribution / active EE | $366 | $3,132-88.3% | $2,839-87.1% | $4,876-92.5% |
| Participant deferral / active EE | $380 | $3,972-90.4% | $3,609-89.5% | $5,439-93.0% |
| Admin fee / account holder | $10,285 | $5,710+80.1% | $4,906+109.7% | $10,885-5.5% |