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 3-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 | $32,508 | $59,402-45.3% | $93,654-65.3% | $74,546-56.4% |
| Participation rate | 19.2% | 59.7%-40.5pp | 68.7%-49.5pp | 67.2%-48.0pp |
| Annual return | 10.72% | 81.86%-71.1pp | 133.34%-122.6pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,269 | $3,049-58.4% | $4,413-71.2% | $4,347-70.8% |
| Admin fee / account holder | $19,600 | $3,023+548.4% | $8,282+136.7% | $1,944+908.5% |