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 | $71,140 | $88,083-19.2% | $164,813-56.8% | $74,495-4.5% |
| Participation rate | 15.7% | 73.0%-57.4pp | 78.6%-62.9pp | 67.2%-51.5pp |
| Annual return | 9.35% | 17.26%-7.9pp | 69.93%-60.6pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $726 | $4,498-83.9% | $6,031-88.0% | $4,346-83.3% |
| Admin fee / account holder | $20,352 | $2,234+811.2% | $12,690+60.4% | $1,942+948.2% |