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 | $23,826 | $55,415-57.0% | $155,509-84.7% | $74,495-68.0% |
| Participation rate | 37.9% | 61.9%-24.0pp | 78.2%-40.3pp | 67.2%-29.3pp |
| Annual return | 10.01% | 268.50%-258.5pp | 64.67%-54.7pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $745 | $2,267-67.1% | $4,672-84.1% | $2,623-71.6% |
| Participant deferral / active EE | $312 | $2,836-89.0% | $5,626-94.5% | $4,346-92.8% |
| Admin fee / account holder | $1,635 | $1,738-5.9% | $15,912-89.7% | $1,942-15.8% |