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 | $85,736 | $59,101+45.1% | $77,163+11.1% | $75,163+14.1% |
| Participation rate | 7.7% | 63.9%-56.2pp | 69.6%-61.9pp | 67.2%-59.5pp |
| Annual return | 7.96% | 26.71%-18.7pp | 37.87%-29.9pp | 160.62%-152.7pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $260 | $2,999-91.3% | $3,833-93.2% | $4,125-93.7% |
| Admin fee / account holder | $50,307 | $4,774+953.7% | $5,472+819.3% | $5,651+790.2% |