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 7-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 | $17,309 | $104,974-83.5% | $95,585-81.9% | $142,382-87.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 7.78% | 210.33%-202.5pp | 38.56%-30.8pp | 217.08%-209.3pp |
| Employer contribution / active EE | $389 | $2,779-86.0% | $2,527-84.6% | $4,299-91.0% |
| Participant deferral / active EE | $425 | $4,352-90.2% | $4,023-89.4% | $6,507-93.5% |
| Admin fee / account holder | $19,967 | $6,386+212.7% | $6,127+225.9% | $12,624+58.2% |