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 | $79,164 | $79,013+0.2% | $100,391-21.1% | $74,495+6.3% |
| Participation rate | 45.3% | 79.5%-34.2pp | 81.5%-36.2pp | 67.2%-21.9pp |
| Annual return | 11.00% | 20.41%-9.4pp | 49.20%-38.2pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,611 | $7,760-66.4% | $8,082-67.7% | $4,346-39.9% |
| Admin fee / account holder | $5,051 | $1,320+282.7% | $7,899-36.1% | $1,942+160.1% |