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 | $37,480 | $96,484-61.2% | $75,886-50.6% | $152,861-75.5% |
| Participation rate | 29.4% | 76.2%-46.8pp | 69.3%-39.9pp | 82.4%-53.0pp |
| Annual return | 10.98% | 33.98%-23.0pp | 30.76%-19.8pp | 345.32%-334.3pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,091 | $4,553-76.0% | $3,603-69.7% | $5,850-81.4% |
| Admin fee / account holder | $47,928 | $8,078+493.3% | $5,418+784.5% | $11,596+313.3% |