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 7-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 | $15,940 | $30,400-47.6% | $53,898-70.4% | $84,808-81.2% |
| Participation rate | 10.0% | 46.4%-36.4pp | 55.0%-45.0pp | 68.3%-58.3pp |
| Annual return | 13.24% | 500.19%-486.9pp | 528.60%-515.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $77 | $1,199-93.6% | $1,826-95.8% | $4,212-98.2% |
| Admin fee / account holder | $8,153 | $1,993+309.0% | $2,491+227.3% | $7,344+11.0% |