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 | $23,636 | $61,774-61.7% | $97,226-75.7% | $80,856-70.8% |
| Participation rate | 27.6% | 63.5%-36.0pp | 72.7%-45.1pp | 67.6%-40.1pp |
| Annual return | 8.13% | -557.90%+566.0pp | 75.13%-67.0pp | 35.59%-27.5pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $421 | $3,029-86.1% | $4,264-90.1% | $4,296-90.2% |
| Admin fee / account holder | $2,254 | $5,166-56.4% | $5,654-60.1% | $6,918-67.4% |