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 | $13,473 | $68,097-80.2% | $62,929-78.6% | $137,256-90.2% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 10.26% | 1859.11%-1848.9pp | 1063.93%-1053.7pp | 220.34%-210.1pp |
| Employer contribution / active EE | $239 | $2,811-91.5% | $2,505-90.5% | $4,156-94.3% |
| Participant deferral / active EE | $305 | $4,553-93.3% | $3,888-92.2% | $6,407-95.2% |
| Admin fee / account holder | $2,725 | $6,521-58.2% | $5,065-46.2% | $12,270-77.8% |