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 | $10,881 | $53,516-79.7% | $126,539-91.4% | $84,808-87.2% |
| Participation rate | 40.7% | 58.2%-17.5pp | 69.8%-29.1pp | 68.3%-27.6pp |
| Annual return | 5.15% | 58.34%-53.2pp | 425.95%-420.8pp | 40.90%-35.8pp |
| Employer contribution / active EE | $328 | $1,535-78.7% | $3,674-91.1% | $2,631-87.6% |
| Participant deferral / active EE | $329 | $2,671-87.7% | $4,083-91.9% | $4,212-92.2% |
| Admin fee / account holder | $2,060 | $4,497-54.2% | $6,065-66.0% | $7,344-72.0% |