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 | $22,887 | $60,124-61.9% | $90,404-74.7% | $79,858-71.3% |
| Participation rate | 18.8% | 65.0%-46.1pp | 72.7%-53.8pp | 69.6%-50.8pp |
| Annual return | 4.64% | 71.94%-67.3pp | 1293.02%-1288.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $693 | $2,068-66.5% | $3,262-78.8% | $2,471-71.9% |
| Participant deferral / active EE | $358 | $2,938-87.8% | $3,963-91.0% | $3,740-90.4% |
| Admin fee / account holder | $1,208 | $3,976-69.6% | $5,611-78.5% | $5,306-77.2% |