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 | $45,760 | $89,436-48.8% | $164,813-72.2% | $77,643-41.1% |
| Participation rate | 24.5% | 78.6%-54.1pp | 78.6%-54.1pp | 70.6%-46.1pp |
| Annual return | 9.04% | 28.83%-19.8pp | 69.93%-60.9pp | 31.24%-22.2pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $4,341-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,225 | $4,897-75.0% | $6,031-79.7% | $4,647-73.6% |
| Admin fee / account holder | $3,154 | $339+829.1% | $12,690-75.1% | $430+632.8% |