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 | $70,756-81.0% | $65,493-79.4% | $142,382-90.5% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 10.26% | 1754.89%-1744.6pp | 982.45%-972.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $239 | $2,881-91.7% | $2,574-90.7% | $4,299-94.4% |
| Participant deferral / active EE | $305 | $4,637-93.4% | $3,961-92.3% | $6,507-95.3% |
| Admin fee / account holder | $2,725 | $6,559-58.5% | $5,028-45.8% | $12,624-78.4% |