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 | $12,950 | $38,365-66.2% | $84,611-84.7% | $65,185-80.1% |
| Participation rate | 15.7% | 55.7%-39.9pp | 68.2%-52.5pp | 70.2%-54.5pp |
| Annual return | 18.06% | 32.00%-13.9pp | 258.74%-240.7pp | 29.38%-11.3pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $636 | $2,278-72.1% | $3,899-83.7% | $3,514-81.9% |
| Admin fee / account holder | $7,776 | $451+1622.8% | $4,912+58.3% | $847+818.0% |