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 | $15,843 | $107,452-85.3% | $91,541-82.7% | $142,382-88.9% |
| Participation rate | 11.8% | 75.1%-63.3pp | 69.8%-58.0pp | 80.1%-68.4pp |
| Annual return | 4.56% | 22.06%-17.5pp | 20.50%-15.9pp | 217.08%-212.5pp |
| Employer contribution / active EE | $178 | $2,994-94.1% | $2,505-92.9% | $4,299-95.9% |
| Participant deferral / active EE | $230 | $4,754-95.2% | $4,008-94.3% | $6,507-96.5% |
| Admin fee / account holder | $11,513 | $8,834+30.3% | $6,956+65.5% | $12,624-8.8% |