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 | $29,150 | $85,766-66.0% | $136,294-78.6% | $70,131-58.4% |
| Participation rate | 21.7% | 74.2%-52.5pp | 81.9%-60.3pp | 69.5%-47.9pp |
| Annual return | 7.02% | 31.45%-24.4pp | 5155.94%-5148.9pp | 73.14%-66.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $489 | $5,051-90.3% | $6,247-92.2% | $3,332-85.3% |
| Admin fee / account holder | $5,752 | $5,420+6.1% | $9,243-37.8% | $4,645+23.8% |