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 | $26,192 | $156,846-83.3% | $121,098-78.4% | $139,434-81.2% |
| Participation rate | 40.0% | 76.4%-36.4pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 6.30% | 1474.56%-1468.3pp | 985.75%-979.4pp | 372.94%-366.6pp |
| Employer contribution / active EE | $180 | $5,536-96.8% | $4,164-95.7% | $4,751-96.2% |
| Participant deferral / active EE | $212 | $4,844-95.6% | $4,080-94.8% | $6,710-96.8% |
| Admin fee / account holder | $3,159 | $6,946-54.5% | $5,644-44.0% | $11,403-72.3% |