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 | $19,153 | $58,208-67.1% | $81,812-76.6% | $80,856-76.3% |
| Participation rate | 12.2% | 63.4%-51.2pp | 72.3%-60.1pp | 67.6%-55.4pp |
| Annual return | 8.43% | 41.66%-33.2pp | 773.79%-765.4pp | 35.59%-27.2pp |
| Employer contribution / active EE | $365 | $2,340-84.4% | $2,912-87.5% | $2,755-86.7% |
| Participant deferral / active EE | $487 | $3,281-85.1% | $4,319-88.7% | $4,296-88.7% |
| Admin fee / account holder | $3,100 | $4,981-37.8% | $7,386-58.0% | $6,918-55.2% |