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 | $29,068 | $56,199-48.3% | $67,652-57.0% | $59,632-51.3% |
| Participation rate | 53.6% | 71.5%-17.9pp | 75.7%-22.1pp | 68.7%-15.1pp |
| Annual return | -2.95% | 18505.31%-18508.3pp | 6625.04%-6628.0pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $795 | $1,614-50.8% | $2,266-64.9% | $2,203-63.9% |
| Participant deferral / active EE | $1,034 | $2,844-63.6% | $3,560-70.9% | $3,192-67.6% |
| Admin fee / account holder | $1,413 | $3,958-64.3% | $4,821-70.7% | $4,297-67.1% |