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 | $17,447 | $105,126-83.4% | $94,646-81.6% | $139,434-87.5% |
| Participation rate | 28.6% | 82.4%-53.8pp | 80.8%-52.3pp | 80.3%-51.7pp |
| Annual return | 7.33% | 38.03%-30.7pp | 156.71%-149.4pp | 372.94%-365.6pp |
| Employer contribution / active EE | $776 | $4,106-81.1% | $3,672-78.9% | $4,751-83.7% |
| Participant deferral / active EE | $1,245 | $7,599-83.6% | $7,418-83.2% | $6,710-81.4% |
| Admin fee / account holder | $170,913 | $8,984+1802.4% | $7,231+2263.7% | $11,403+1398.9% |