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 | $45,261 | $80,812-44.0% | $160,784-71.8% | $82,448-45.1% |
| Participation rate | 11.6% | 66.2%-54.6pp | 77.0%-65.3pp | 68.1%-56.4pp |
| Annual return | 8.52% | 100.59%-92.1pp | 1803.92%-1795.4pp | 41.64%-33.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $566 | $4,335-86.9% | $6,293-91.0% | $4,139-86.3% |
| Admin fee / account holder | $61,554 | $7,695+699.9% | $9,717+533.5% | $7,234+750.9% |