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 | $20,366 | $83,902-75.7% | $167,512-87.8% | $84,808-76.0% |
| Participation rate | 18.6% | 66.5%-47.8pp | 77.1%-58.4pp | 68.3%-49.7pp |
| Annual return | 12.48% | 91.55%-79.1pp | 1615.79%-1603.3pp | 40.90%-28.4pp |
| Employer contribution / active EE | $530 | $2,264-76.6% | $3,882-86.4% | $2,631-79.9% |
| Participant deferral / active EE | $779 | $4,442-82.5% | $6,405-87.8% | $4,212-81.5% |
| Admin fee / account holder | $1,519 | $7,915-80.8% | $9,769-84.4% | $7,344-79.3% |