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 | $36,442 | $81,248-55.1% | $155,509-76.6% | $80,856-54.9% |
| Participation rate | 16.7% | 66.2%-49.6pp | 78.2%-61.5pp | 67.6%-51.0pp |
| Annual return | 7.89% | 33.31%-25.4pp | 64.67%-56.8pp | 35.59%-27.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $61 | $3,452-98.2% | $5,626-98.9% | $4,296-98.6% |
| Admin fee / account holder | $5,238 | $7,997-34.5% | $15,912-67.1% | $6,918-24.3% |