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 | $42,847 | $155,788-72.5% | $124,672-65.6% | $167,490-74.4% |
| Participation rate | 0.0% | 81.1%-81.1pp | 74.6%-74.6pp | 82.1%-82.1pp |
| Annual return | 9.00% | 17.97%-9.0pp | 5142.93%-5133.9pp | 478.56%-469.6pp |
| Employer contribution / active EE | $1,100 | $4,163-73.6% | $3,324-66.9% | $4,837-77.3% |
| Participant deferral / active EE | $1,229 | $5,673-78.3% | $4,614-73.4% | $6,341-80.6% |
| Admin fee / account holder | $74,923 | $9,531+686.1% | $7,493+899.9% | $12,309+508.7% |