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 | $15,492 | $74,888-79.3% | $71,209-78.2% | $142,382-89.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 10.51% | 345.14%-334.6pp | 282.51%-272.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $400 | $2,854-86.0% | $2,721-85.3% | $4,299-90.7% |
| Participant deferral / active EE | $400 | $4,454-91.0% | $4,175-90.4% | $6,507-93.9% |
| Admin fee / account holder | $25,154 | $5,568+351.7% | $5,349+370.3% | $12,624+99.3% |