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 | $5,373 | $29,319-81.7% | $52,425-89.8% | $82,448-93.5% |
| Participation rate | 4.0% | 46.9%-42.9pp | 55.6%-51.6pp | 68.1%-64.1pp |
| Annual return | 12.05% | 535.20%-523.2pp | 302.12%-290.1pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $229 | $1,171-80.4% | $1,790-87.2% | $4,139-94.5% |
| Admin fee / account holder | $3,057 | $1,962+55.8% | $2,495+22.5% | $7,234-57.7% |