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 | $31,364 | $52,953-40.8% | $172,739-81.8% | $65,185-51.9% |
| Participation rate | 4.0% | 66.2%-62.2pp | 82.6%-78.7pp | 70.2%-66.2pp |
| Annual return | 14.76% | 30.12%-15.4pp | 802.84%-788.1pp | 29.38%-14.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $360 | $2,471-85.4% | $5,198-93.1% | $3,514-89.8% |
| Admin fee / account holder | $6,586 | $472+1295.7% | $13,954-52.8% | $847+677.5% |