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 | $17,234 | $83,902-79.5% | $167,512-89.7% | $84,808-79.7% |
| Participation rate | 40.8% | 66.5%-25.6pp | 77.1%-36.2pp | 68.3%-27.5pp |
| Annual return | 9.95% | 91.55%-81.6pp | 1615.79%-1605.8pp | 40.90%-30.9pp |
| Employer contribution / active EE | $626 | $2,264-72.3% | $3,882-83.9% | $2,631-76.2% |
| Participant deferral / active EE | $939 | $4,442-78.9% | $6,405-85.3% | $4,212-77.7% |
| Admin fee / account holder | $6,765 | $7,915-14.5% | $9,769-30.7% | $7,344-7.9% |