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 | $57,685 | $78,422-26.4% | $95,952-39.9% | $79,858-27.8% |
| Participation rate | 26.9% | 73.5%-46.6pp | 77.1%-50.2pp | 69.6%-42.7pp |
| Annual return | 7.33% | 19.37%-12.0pp | 91.61%-84.3pp | 31.71%-24.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $856 | $3,440-75.1% | $4,167-79.5% | $3,740-77.1% |
| Admin fee / account holder | $14,265 | $5,622+153.7% | $6,795+109.9% | $5,306+168.8% |