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 5-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 | $20,643 | $100,773-79.5% | $88,946-76.8% | $142,382-85.5% |
| Participation rate | 38.5% | 74.3%-35.8pp | 68.8%-30.4pp | 80.1%-41.7pp |
| Annual return | 0.63% | 70.18%-69.6pp | 57.82%-57.2pp | 217.08%-216.5pp |
| Employer contribution / active EE | $593 | $2,918-79.7% | $2,555-76.8% | $4,299-86.2% |
| Participant deferral / active EE | $766 | $5,230-85.3% | $4,581-83.3% | $6,507-88.2% |
| Admin fee / account holder | $459,686 | $9,693+4642.4% | $8,261+5464.6% | $12,624+3541.5% |