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 | $74,278 | $79,449-6.5% | $189,557-60.8% | $85,850-13.5% |
| Participation rate | 28.0% | 66.0%-38.0pp | 78.4%-50.4pp | 69.3%-41.3pp |
| Annual return | 9.89% | 18.45%-8.6pp | 64.17%-54.3pp | 318.53%-308.6pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $883 | $4,051-78.2% | $6,174-85.7% | $3,952-77.6% |
| Admin fee / account holder | $646 | $5,377-88.0% | $9,807-93.4% | $6,260-89.7% |