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 | $15,850 | $56,114-71.8% | $96,139-83.5% | $85,850-81.5% |
| Participation rate | 4.8% | 56.7%-52.0pp | 68.4%-63.7pp | 69.3%-64.6pp |
| Annual return | 8.29% | 42.30%-34.0pp | 191.94%-183.7pp | 318.53%-310.2pp |
| Employer contribution / active EE | $320 | $1,620-80.3% | $2,797-88.6% | $2,565-87.5% |
| Participant deferral / active EE | $521 | $2,859-81.8% | $4,349-88.0% | $3,952-86.8% |
| Admin fee / account holder | $1,502 | $3,768-60.1% | $5,537-72.9% | $6,260-76.0% |