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 | $40,307 | $85,202-52.7% | $172,739-76.7% | $72,985-44.8% |
| Participation rate | 10.0% | 70.1%-60.1pp | 82.6%-72.6pp | 69.5%-59.5pp |
| Annual return | 1.99% | 27.32%-25.3pp | 802.84%-800.9pp | 81.00%-79.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $137 | $3,260-95.8% | $5,198-97.4% | $3,607-96.2% |
| Admin fee / account holder | $21,750 | $5,884+269.6% | $13,954+55.9% | $5,124+324.4% |