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 | $29,701 | $63,346-53.1% | $92,233-67.8% | $70,131-57.6% |
| Participation rate | 52.3% | 68.7%-16.4pp | 76.5%-24.2pp | 69.5%-17.3pp |
| Annual return | 9.22% | 530.12%-520.9pp | 176.28%-167.1pp | 73.14%-63.9pp |
| Employer contribution / active EE | $1,278 | $2,471-48.3% | $3,679-65.3% | $2,342-45.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,137 | $3,840+7.7% | $5,194-20.3% | $4,645-10.9% |