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 | $66,425 | $64,348+3.2% | $90,160-26.3% | $70,131-5.3% |
| Participation rate | 34.8% | 70.4%-35.7pp | 76.9%-42.1pp | 69.5%-34.8pp |
| Annual return | 9.81% | 28.13%-18.3pp | 34.88%-25.1pp | 73.14%-63.3pp |
| Employer contribution / active EE | $1,357 | $2,046-33.7% | $3,318-59.1% | $2,342-42.1% |
| Participant deferral / active EE | $981 | $4,389-77.7% | $5,288-81.5% | $3,332-70.6% |
| Admin fee / account holder | $22,149 | $3,944+461.6% | $5,943+272.7% | $4,645+376.8% |