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 | $35,862 | $61,272-41.5% | $149,673-76.0% | $71,457-49.8% |
| Participation rate | 25.7% | 62.5%-36.8pp | 78.8%-53.1pp | 67.9%-42.2pp |
| Annual return | 10.33% | 35.85%-25.5pp | 134.42%-124.1pp | 28.85%-18.5pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $752 | $2,917-74.2% | $5,680-86.8% | $4,289-82.5% |
| Admin fee / account holder | $28,015 | $1,261+2121.0% | $13,210+112.1% | $1,587+1665.0% |