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 | $20,405 | $65,395-68.8% | $182,532-88.8% | $72,985-72.0% |
| Participation rate | 17.9% | 65.4%-47.6pp | 78.0%-60.1pp | 69.5%-51.6pp |
| Annual return | 16.69% | 27.68%-11.0pp | 148.54%-131.8pp | 81.00%-64.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $345 | $3,563-90.3% | $5,524-93.8% | $3,607-90.4% |
| Admin fee / account holder | $7,243 | $4,245+70.6% | $8,592-15.7% | $5,124+41.3% |