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 | $25,984 | $90,348-71.2% | $75,972-65.8% | $145,922-82.2% |
| Participation rate | 11.8% | 74.5%-62.7pp | 69.1%-57.3pp | 80.3%-68.5pp |
| Annual return | 6.57% | 620.88%-614.3pp | 359.55%-353.0pp | 561.29%-554.7pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $394 | $5,162-92.4% | $4,255-90.7% | $6,688-94.1% |
| Admin fee / account holder | $23,001 | $8,467+171.7% | $6,467+255.7% | $13,397+71.7% |