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 5-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 | $7,763 | $70,756-89.0% | $65,493-88.1% | $142,382-94.5% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 5.35% | 1754.89%-1749.5pp | 982.45%-977.1pp | 217.08%-211.7pp |
| Employer contribution / active EE | $729 | $2,881-74.7% | $2,574-71.7% | $4,299-83.0% |
| Participant deferral / active EE | $729 | $4,637-84.3% | $3,961-81.6% | $6,507-88.8% |
| Admin fee / account holder | $17,663 | $6,559+169.3% | $5,028+251.3% | $12,624+39.9% |