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 | $25,979 | $48,230-46.1% | $67,502-61.5% | $80,856-67.9% |
| Participation rate | 14.6% | 66.4%-51.8pp | 72.9%-58.3pp | 67.6%-53.1pp |
| Annual return | 6.59% | 18.28%-11.7pp | 3512.12%-3505.5pp | 35.59%-29.0pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $735 | $2,924-74.9% | $4,000-81.6% | $4,296-82.9% |
| Admin fee / account holder | $9,564 | $3,681+159.8% | $3,998+139.3% | $6,918+38.3% |