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 | $21,190 | $53,127-60.1% | $86,590-75.5% | $70,131-69.8% |
| Participation rate | 28.1% | 65.3%-37.2pp | 73.5%-45.4pp | 69.5%-41.4pp |
| Annual return | 11.97% | 27.66%-15.7pp | 964.84%-952.9pp | 73.14%-61.2pp |
| Employer contribution / active EE | $365 | $2,068-82.3% | $2,839-87.1% | $2,342-84.4% |
| Participant deferral / active EE | $691 | $2,696-74.4% | $3,609-80.9% | $3,332-79.3% |
| Admin fee / account holder | $582 | $3,585-83.8% | $4,906-88.1% | $4,645-87.5% |