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 3-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 | $35,427 | $101,317-65.0% | $146,958-75.9% | $74,495-52.4% |
| Participation rate | 28.0% | 75.5%-47.5pp | 82.2%-54.1pp | 67.2%-39.2pp |
| Annual return | 9.50% | 8730.91%-8721.4pp | 418.34%-408.8pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $882 | $7,303-87.9% | $8,070-89.1% | $4,346-79.7% |
| Admin fee / account holder | $3,765 | $1,739+116.5% | $12,998-71.0% | $1,942+93.9% |