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 | $34,384 | $63,346-45.7% | $92,233-62.7% | $70,131-51.0% |
| Participation rate | 4.7% | 68.7%-64.0pp | 76.5%-71.8pp | 69.5%-64.9pp |
| Annual return | 11.47% | 530.12%-518.7pp | 176.28%-164.8pp | 73.14%-61.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $116 | $2,854-95.9% | $3,897-97.0% | $3,332-96.5% |
| Admin fee / account holder | $25,397 | $3,840+561.3% | $5,194+389.0% | $4,645+446.7% |