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 | $30,983 | $34,934-11.3% | $56,411-45.1% | $74,495-58.4% |
| Participation rate | 7.3% | 32.8%-25.5pp | 52.5%-45.1pp | 67.2%-59.9pp |
| Annual return | 9.43% | 25.94%-16.5pp | 1701.33%-1691.9pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $200 | $1,170-83.0% | $1,952-89.8% | $4,346-95.4% |
| Admin fee / account holder | $5,628 | $2,364+138.1% | $2,829+99.0% | $1,942+189.9% |