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 | $15,329 | $97,744-84.3% | $103,476-85.2% | $145,922-89.5% |
| Participation rate | 10.5% | 81.1%-70.6pp | 80.5%-70.0pp | 80.3%-69.8pp |
| Annual return | 7.30% | 25.41%-18.1pp | 23.90%-16.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $0 | $4,677-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $151 | $6,603-97.7% | $6,623-97.7% | $6,688-97.7% |
| Admin fee / account holder | $3,149 | $12,515-74.8% | $9,413-66.5% | $13,397-76.5% |