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 | $20,657 | $63,346-67.4% | $92,233-77.6% | $70,131-70.5% |
| Participation rate | 22.2% | 68.7%-46.5pp | 76.5%-54.3pp | 69.5%-47.3pp |
| Annual return | 7.68% | 530.12%-522.4pp | 176.28%-168.6pp | 73.14%-65.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $464 | $2,854-83.7% | $3,897-88.1% | $3,332-86.1% |
| Admin fee / account holder | $1,558 | $3,840-59.4% | $5,194-70.0% | $4,645-66.5% |