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 | $94,920 | $72,277+31.3% | $101,248-6.3% | $79,858+18.9% |
| Participation rate | 17.9% | 68.5%-50.6pp | 75.8%-58.0pp | 69.6%-51.8pp |
| Annual return | 10.57% | 22.30%-11.7pp | 46.47%-35.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $915 | $3,282-72.1% | $4,370-79.1% | $3,740-75.5% |
| Admin fee / account holder | $2,698 | $4,400-38.7% | $5,945-54.6% | $5,306-49.2% |