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 | $28,629 | $49,173-41.8% | $121,098-76.4% | $75,163-61.9% |
| Participation rate | 22.2% | 55.4%-33.2pp | 69.5%-47.3pp | 67.2%-45.0pp |
| Annual return | 9.03% | 55.99%-47.0pp | 985.75%-976.7pp | 160.62%-151.6pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $577 | $2,628-78.0% | $4,080-85.9% | $4,125-86.0% |
| Admin fee / account holder | $31,283 | $3,942+693.6% | $5,644+454.2% | $5,651+453.6% |