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 | $40,442 | $70,669-42.8% | $169,368-76.1% | $75,163-46.2% |
| Participation rate | 16.2% | 64.8%-48.6pp | 77.1%-60.9pp | 67.2%-51.0pp |
| Annual return | 12.16% | 36.36%-24.2pp | 405.60%-393.4pp | 160.62%-148.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,029 | $4,311-76.1% | $6,221-83.5% | $4,125-75.0% |
| Admin fee / account holder | $9,137 | $5,402+69.1% | $9,003+1.5% | $5,651+61.7% |