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 | $35,624 | $56,629-37.1% | $77,999-54.3% | $55,167-35.4% |
| Participation rate | 15.2% | 73.3%-58.1pp | 75.5%-60.3pp | 69.0%-53.8pp |
| Annual return | 4.44% | 2866.98%-2862.5pp | 425.96%-421.5pp | 169.23%-164.8pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $665 | $2,777-76.1% | $3,497-81.0% | $3,054-78.2% |
| Admin fee / account holder | $10,860 | $467+2227.9% | $5,480+98.2% | $504+2055.2% |