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 | $67,110 | $87,135-23.0% | $206,214-67.5% | $116,875-42.6% |
| Participation rate | 32.3% | 76.8%-44.6pp | 82.4%-50.1pp | 74.5%-42.3pp |
| Annual return | 8.06% | 22.51%-14.5pp | -1.60%+9.7pp | 16.29%-8.2pp |
| Employer contribution / active EE | $0 | $3,046-100.0% | $5,967-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $700 | $3,898-82.0% | $4,649-84.9% | $3,885-82.0% |
| Admin fee / account holder | $1,879 | $8,630-78.2% | $13,671-86.3% | $12,263-84.7% |