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 | $13,747 | $70,756-80.6% | $65,493-79.0% | $142,382-90.3% |
| Participation rate | 18.8% | 77.4%-58.6pp | 73.1%-54.3pp | 80.1%-61.4pp |
| Annual return | 6.84% | 1754.89%-1748.0pp | 982.45%-975.6pp | 217.08%-210.2pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $293 | $4,637-93.7% | $3,961-92.6% | $6,507-95.5% |
| Admin fee / account holder | $14,538 | $6,559+121.6% | $5,028+189.1% | $12,624+15.2% |