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 | $22,816 | $50,127-54.5% | $149,673-84.8% | $80,160-71.5% |
| Participation rate | 2.9% | 64.3%-61.4pp | 78.8%-75.9pp | 72.9%-70.1pp |
| Annual return | 13.79% | 29.82%-16.0pp | 134.42%-120.6pp | 40.38%-26.6pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $62 | $3,194-98.1% | $5,680-98.9% | $5,017-98.8% |
| Admin fee / account holder | $2,694 | $153+1664.8% | $13,210-79.6% | $145+1758.9% |