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 7-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 | $57,221 | $73,933-22.6% | $96,683-40.8% | $75,163-23.9% |
| Participation rate | 1.4% | 66.4%-65.0pp | 74.3%-72.9pp | 67.2%-65.7pp |
| Annual return | 11.49% | 26.70%-15.2pp | 35.69%-24.2pp | 160.62%-149.1pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $38 | $3,659-99.0% | $4,878-99.2% | $4,125-99.1% |
| Admin fee / account holder | $25,407 | $5,216+387.1% | $6,730+277.5% | $5,651+349.6% |