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 | $22,356 | $158,398-85.9% | $126,539-82.3% | $142,382-84.3% |
| Participation rate | 9.1% | 75.8%-66.7pp | 69.8%-60.7pp | 80.1%-71.0pp |
| Annual return | 1.64% | 593.76%-592.1pp | 425.95%-424.3pp | 217.08%-215.4pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $237 | $4,767-95.0% | $4,083-94.2% | $6,507-96.4% |
| Admin fee / account holder | $121,033 | $6,918+1649.5% | $6,065+1895.7% | $12,624+858.8% |