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 | $23,599 | $35,183-32.9% | $73,545-67.9% | $70,131-66.4% |
| Participation rate | 7.1% | 42.9%-35.8pp | 54.9%-47.8pp | 69.5%-62.4pp |
| Annual return | 9.86% | 26.90%-17.0pp | -15.16%+25.0pp | 73.14%-63.3pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $200 | $1,220-83.6% | $1,806-88.9% | $3,332-94.0% |
| Admin fee / account holder | $34,399 | $2,302+1394.2% | $2,320+1382.9% | $4,645+640.5% |