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 | $15,556 | $85,022-81.7% | $70,515-77.9% | $139,434-88.8% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 2.52% | 30.38%-27.9pp | 32.77%-30.2pp | 372.94%-370.4pp |
| Employer contribution / active EE | $796 | $3,909-79.6% | $2,973-73.2% | $4,751-83.2% |
| Participant deferral / active EE | $811 | $5,890-86.2% | $4,567-82.2% | $6,710-87.9% |
| Admin fee / account holder | $93,040 | $8,906+944.7% | $6,412+1351.0% | $11,403+716.0% |