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 | $97,693 | $94,031+3.9% | $115,768-15.6% | $82,448+18.5% |
| Participation rate | 6.7% | 70.4%-63.8pp | 74.4%-67.7pp | 68.1%-61.4pp |
| Annual return | 11.01% | 20.61%-9.6pp | 100.46%-89.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $339 | $3,972-91.5% | $4,917-93.1% | $4,139-91.8% |
| Admin fee / account holder | $1,306 | $10,249-87.3% | $12,439-89.5% | $7,234-82.0% |