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 | $22,767 | $54,705-58.4% | $71,209-68.0% | $84,808-73.2% |
| Participation rate | 11.1% | 64.1%-53.0pp | 73.8%-62.6pp | 68.3%-57.2pp |
| Annual return | 4.61% | 35.90%-31.3pp | 282.51%-277.9pp | 40.90%-36.3pp |
| Employer contribution / active EE | $283 | $2,158-86.9% | $2,721-89.6% | $2,631-89.3% |
| Participant deferral / active EE | $402 | $3,030-86.7% | $4,175-90.4% | $4,212-90.4% |
| Admin fee / account holder | $5,550 | $4,863+14.1% | $5,349+3.8% | $7,344-24.4% |