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 | $69,066 | $102,382-32.5% | $147,005-53.0% | $80,874-14.6% |
| Participation rate | 22.9% | 75.8%-52.9pp | 82.2%-59.2pp | 67.6%-44.7pp |
| Annual return | 7.69% | 134.89%-127.2pp | 418.76%-411.1pp | 35.62%-27.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $768 | $6,646-88.4% | $8,070-90.5% | $4,297-82.1% |
| Admin fee / account holder | $14,917 | $7,942+87.8% | $13,006+14.7% | $6,935+115.1% |