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 | $72,071-78.5% | $68,368-77.3% | $137,256-88.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 10.51% | 353.14%-342.6pp | 292.57%-282.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $400 | $2,788-85.7% | $2,649-84.9% | $4,156-90.4% |
| Participant deferral / active EE | $400 | $4,410-90.9% | $4,123-90.3% | $6,407-93.8% |
| Admin fee / account holder | $25,154 | $5,336+371.4% | $5,150+388.4% | $12,270+105.0% |