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 | $27,508 | $68,547-59.9% | $120,354-77.1% | $80,856-66.0% |
| Participation rate | 4.0% | 61.6%-57.6pp | 71.9%-67.9pp | 67.6%-63.6pp |
| Annual return | 9.93% | 23.60%-13.7pp | 107.15%-97.2pp | 35.59%-25.7pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $267 | $3,173-91.6% | $4,991-94.7% | $4,296-93.8% |
| Admin fee / account holder | $42,000 | $5,732+632.7% | $9,423+345.7% | $6,918+507.1% |