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 | $14,684 | $60,323-75.7% | $81,812-82.1% | $74,495-80.3% |
| Participation rate | 41.2% | 62.9%-21.7pp | 72.3%-31.2pp | 67.2%-26.0pp |
| Annual return | 8.36% | 16.90%-8.5pp | 773.79%-765.4pp | 1364.94%-1356.6pp |
| Employer contribution / active EE | $1,019 | $2,620-61.1% | $2,912-65.0% | $2,623-61.2% |
| Participant deferral / active EE | $277 | $3,387-91.8% | $4,319-93.6% | $4,346-93.6% |
| Admin fee / account holder | $10,320 | $1,486+594.6% | $7,386+39.7% | $1,942+431.5% |