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 | $53,811 | $59,417-9.4% | $93,606-42.5% | $74,495-27.8% |
| Participation rate | 11.8% | 59.7%-47.9pp | 68.7%-57.0pp | 67.2%-55.4pp |
| Annual return | 0.89% | 81.83%-80.9pp | 133.20%-132.3pp | 1364.94%-1364.1pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,048 | $3,050-65.7% | $4,411-76.3% | $4,346-75.9% |
| Admin fee / account holder | $6,307 | $3,021+108.7% | $8,285-23.9% | $1,942+224.8% |