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 | $22,772 | $85,202-73.3% | $172,739-86.8% | $72,985-68.8% |
| Participation rate | 23.6% | 70.1%-46.4pp | 82.6%-59.0pp | 69.5%-45.8pp |
| Annual return | 4.98% | 27.32%-22.3pp | 802.84%-797.9pp | 81.00%-76.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $785 | $3,260-75.9% | $5,198-84.9% | $3,607-78.2% |
| Admin fee / account holder | $60,252 | $5,884+924.0% | $13,954+331.8% | $5,124+1075.8% |