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 | $79,387 | $197,941-59.9% | $100,534-21.0% | $85,563-7.2% |
| Participation rate | 12.4% | 83.8%-71.4pp | 80.6%-68.2pp | 66.0%-53.6pp |
| Annual return | 10.45% | 21.00%-10.5pp | 32.66%-22.2pp | 31.51%-21.1pp |
| Employer contribution / active EE | $0 | $7,157-100.0% | $4,346-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $632 | $9,061-93.0% | $6,144-89.7% | $4,375-85.6% |
| Admin fee / account holder | $24,652 | $1,158+2028.5% | $7,654+222.1% | $834+2855.1% |