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 | $20,172 | $61,272-67.1% | $149,673-86.5% | $71,457-71.8% |
| Participation rate | 18.0% | 62.5%-44.5pp | 78.8%-60.8pp | 67.9%-49.9pp |
| Annual return | 10.32% | 35.85%-25.5pp | 134.42%-124.1pp | 28.85%-18.5pp |
| Employer contribution / active EE | $448 | $2,378-81.2% | $4,818-90.7% | $2,588-82.7% |
| Participant deferral / active EE | $631 | $2,917-78.4% | $5,680-88.9% | $4,289-85.3% |
| Admin fee / account holder | $13,935 | $1,261+1004.8% | $13,210+5.5% | $1,587+777.9% |