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 | $33,250 | $39,019-14.8% | $80,716-58.8% | $85,850-61.3% |
| Participation rate | 3.7% | 41.5%-37.8pp | 54.2%-50.5pp | 69.3%-65.6pp |
| Annual return | 8.56% | 26.27%-17.7pp | 87.28%-78.7pp | 318.53%-310.0pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $116 | $1,326-91.3% | $2,146-94.6% | $3,952-97.1% |
| Admin fee / account holder | $1,191 | $2,431-51.0% | $3,380-64.8% | $6,260-81.0% |