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 | $83,911 | $88,634-5.3% | $101,326-17.2% | $74,304+12.9% |
| Participation rate | 44.9% | 76.9%-32.0pp | 81.5%-36.6pp | 60.3%-15.5pp |
| Annual return | 10.39% | 33.10%-22.7pp | 36.82%-26.4pp | 29.43%-19.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,647 | $7,322-63.8% | $7,994-66.9% | $3,767-29.7% |
| Admin fee / account holder | $13,735 | $2,425+466.3% | $11,185+22.8% | $2,969+362.6% |