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 | $145,809 | $87,841+66.0% | $133,980+8.8% | $62,891+131.8% |
| Participation rate | 9.1% | 83.4%-74.3pp | 87.1%-78.0pp | 69.3%-60.2pp |
| Annual return | 2.79% | 12.05%-9.3pp | 29.30%-26.5pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $39 | $4,812-99.2% | $6,282-99.4% | $3,203-98.8% |
| Admin fee / account holder | $90,168 | $5,371+1578.7% | $9,324+867.0% | $4,296+1999.1% |