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 | $21,460 | $58,208-63.1% | $81,812-73.8% | $80,856-73.5% |
| Participation rate | 22.9% | 63.4%-40.6pp | 72.3%-49.5pp | 67.6%-44.8pp |
| Annual return | 7.32% | 41.66%-34.3pp | 773.79%-766.5pp | 35.59%-28.3pp |
| Employer contribution / active EE | $464 | $2,340-80.2% | $2,912-84.1% | $2,755-83.2% |
| Participant deferral / active EE | $515 | $3,281-84.3% | $4,319-88.1% | $4,296-88.0% |
| Admin fee / account holder | $9,381 | $4,981+88.3% | $7,386+27.0% | $6,918+35.6% |