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 | $57,239 | $77,145-25.8% | $108,410-47.2% | $85,850-33.3% |
| Participation rate | 42.6% | 74.7%-32.1pp | 80.1%-37.6pp | 69.3%-26.8pp |
| Annual return | 3.81% | 44.54%-40.7pp | 905.27%-901.5pp | 318.53%-314.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $884 | $5,566-84.1% | $6,563-86.5% | $3,952-77.6% |
| Admin fee / account holder | $3,481 | $5,172-32.7% | $7,295-52.3% | $6,260-44.4% |