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 9-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 | $15,884 | $80,717-80.3% | $154,803-89.7% | $84,808-81.3% |
| Participation rate | 2.9% | 66.8%-64.0pp | 78.1%-75.2pp | 68.3%-65.5pp |
| Annual return | 12.83% | 37.96%-25.1pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $445 | $2,761-83.9% | $4,305-89.7% | $2,631-83.1% |
| Participant deferral / active EE | $864 | $3,303-73.8% | $5,540-84.4% | $4,212-79.5% |
| Admin fee / account holder | $374,846 | $6,746+5456.8% | $14,329+2516.0% | $7,344+5004.3% |