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 | $44,895 | $54,701-17.9% | $86,188-47.9% | $71,457-37.2% |
| Participation rate | 10.9% | 60.1%-49.2pp | 69.0%-58.0pp | 67.9%-57.0pp |
| Annual return | 13.14% | 20.06%-6.9pp | 1168.45%-1155.3pp | 28.85%-15.7pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $972 | $3,108-68.7% | $3,985-75.6% | $4,289-77.3% |
| Admin fee / account holder | $3,439 | $1,922+79.0% | $6,852-49.8% | $1,587+116.6% |