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 | $40,857 | $85,202-52.0% | $172,739-76.3% | $72,985-44.0% |
| Participation rate | 35.5% | 70.1%-34.6pp | 82.6%-47.2pp | 69.5%-34.0pp |
| Annual return | 13.28% | 27.32%-14.0pp | 802.84%-789.6pp | 81.00%-67.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $585 | $3,260-82.1% | $5,198-88.8% | $3,607-83.8% |
| Admin fee / account holder | $13,753 | $5,884+133.7% | $13,954-1.4% | $5,124+168.4% |