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 | $10,716 | $90,348-88.1% | $75,972-85.9% | $145,922-92.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 4.71% | 620.88%-616.2pp | 359.55%-354.8pp | 561.29%-556.6pp |
| Employer contribution / active EE | $788 | $3,311-76.2% | $2,685-70.7% | $4,660-83.1% |
| Participant deferral / active EE | $788 | $5,162-84.7% | $4,255-81.5% | $6,688-88.2% |
| Admin fee / account holder | $12,702 | $8,467+50.0% | $6,467+96.4% | $13,397-5.2% |