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 | $28,004 | $58,851-52.4% | $115,157-75.7% | $72,985-61.6% |
| Participation rate | 16.7% | 65.5%-48.9pp | 75.9%-59.2pp | 69.5%-52.8pp |
| Annual return | 14.51% | 23.16%-8.7pp | 35.60%-21.1pp | 81.00%-66.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $392 | $2,643-85.2% | $4,168-90.6% | $3,607-89.1% |
| Admin fee / account holder | $39,498 | $6,370+520.1% | $7,088+457.3% | $5,124+670.8% |