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 6-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 | $33,924 | $109,817-69.1% | $98,442-65.5% | $167,490-79.7% |
| Participation rate | 21.1% | 75.8%-54.8pp | 73.3%-52.3pp | 82.1%-61.1pp |
| Annual return | 5.11% | 1956.69%-1951.6pp | 1492.73%-1487.6pp | 478.56%-473.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $374 | $4,673-92.0% | $4,276-91.3% | $6,341-94.1% |
| Admin fee / account holder | $63,573 | $6,753+841.5% | $5,949+968.6% | $12,309+416.5% |