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 9-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 | $11,076 | $76,738-85.6% | $56,411-80.4% | $145,922-92.4% |
| Participation rate | 9.1% | 63.2%-54.1pp | 52.5%-43.4pp | 80.3%-71.2pp |
| Annual return | 1.70% | 2994.23%-2992.5pp | 1701.33%-1699.6pp | 561.29%-559.6pp |
| Employer contribution / active EE | $54 | $1,380-96.1% | $1,039-94.8% | $4,660-98.8% |
| Participant deferral / active EE | $68 | $2,623-97.4% | $1,952-96.5% | $6,688-99.0% |
| Admin fee / account holder | $582 | $3,334-82.6% | $2,829-79.4% | $13,397-95.7% |