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 | $39,903 | $56,053-28.8% | $75,972-47.5% | $80,856-50.6% |
| Participation rate | 26.5% | 62.0%-35.6pp | 69.1%-42.6pp | 67.6%-41.2pp |
| Annual return | 7.13% | 20.53%-13.4pp | 359.55%-352.4pp | 35.59%-28.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $316 | $3,052-89.6% | $4,255-92.6% | $4,296-92.6% |
| Admin fee / account holder | $40,105 | $5,234+666.3% | $6,467+520.2% | $6,918+479.7% |