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 | $19,495 | $99,877-80.5% | $84,966-77.1% | $145,922-86.6% |
| Participation rate | 15.8% | 74.1%-58.3pp | 67.5%-51.7pp | 80.3%-64.5pp |
| Annual return | 5.72% | 83.76%-78.0pp | 66.38%-60.7pp | 561.29%-555.6pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $647 | $5,291-87.8% | $4,519-85.7% | $6,688-90.3% |
| Admin fee / account holder | $1,102 | $7,248-84.8% | $6,149-82.1% | $13,397-91.8% |