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 | $23,344 | $53,345-56.2% | $121,098-80.7% | $74,419-68.6% |
| Participation rate | 22.9% | 60.0%-37.1pp | 69.5%-46.6pp | 70.7%-47.9pp |
| Annual return | 9.17% | 35.15%-26.0pp | 985.75%-976.6pp | 34.38%-25.2pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,164-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $462 | $3,221-85.6% | $4,080-88.7% | $4,528-89.8% |
| Admin fee / account holder | $6,242 | $382+1534.2% | $5,644+10.6% | $348+1694.4% |