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 | $48,201 | $98,750-51.2% | $149,696-67.8% | $79,858-39.6% |
| Participation rate | 47.2% | 75.8%-28.6pp | 82.5%-35.3pp | 69.6%-22.5pp |
| Annual return | 7.58% | 27.43%-19.8pp | 276.60%-269.0pp | 31.71%-24.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,078 | $5,680-63.4% | $6,842-69.6% | $3,740-44.4% |
| Admin fee / account holder | $6,127 | $6,053+1.2% | $9,309-34.2% | $5,306+15.5% |