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 | $63,472 | $102,317-38.0% | $146,958-56.8% | $80,856-21.5% |
| Participation rate | 35.9% | 75.8%-39.9pp | 82.2%-46.2pp | 67.6%-31.7pp |
| Annual return | 5.54% | 134.76%-129.2pp | 418.34%-412.8pp | 35.59%-30.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,232 | $6,644-81.5% | $8,070-84.7% | $4,296-71.3% |
| Admin fee / account holder | $1,491 | $7,941-81.2% | $12,998-88.5% | $6,918-78.4% |