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 | $20,393 | $48,750-58.2% | $88,946-77.1% | $74,304-72.6% |
| Participation rate | 29.4% | 44.5%-15.1pp | 68.8%-39.4pp | 60.3%-30.9pp |
| Annual return | 5.70% | 25.91%-20.2pp | 57.82%-52.1pp | 29.43%-23.7pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $285 | $2,423-88.2% | $4,581-93.8% | $3,767-92.4% |
| Admin fee / account holder | $88,514 | $3,756+2256.8% | $8,261+971.5% | $2,969+2881.4% |