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 | $39,262 | $49,922-21.4% | $80,569-51.3% | $75,163-47.8% |
| Participation rate | 15.4% | 55.3%-39.9pp | 67.0%-51.6pp | 67.2%-51.8pp |
| Annual return | 14.07% | 34.69%-20.6pp | 935.43%-921.4pp | 160.62%-146.5pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $491 | $2,990-83.6% | $4,447-89.0% | $4,125-88.1% |
| Admin fee / account holder | $62,916 | $3,577+1658.9% | $5,377+1070.1% | $5,651+1013.4% |