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 | $28,653 | $73,515-61.0% | $62,995-54.5% | $147,584-80.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 5.65% | 175.43%-169.8pp | 87.57%-81.9pp | 578.55%-572.9pp |
| Employer contribution / active EE | $2,337 | $3,320-29.6% | $2,759-15.3% | $4,876-52.1% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,963 | $5,953-33.4% | $3,600+10.1% | $10,885-63.6% |