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 | $89,994 | $95,266-5.5% | $82,389+9.2% | $142,382-36.8% |
| Participation rate | 12.5% | 74.5%-62.0pp | 69.5%-57.0pp | 80.1%-67.6pp |
| Annual return | 9.64% | 25.74%-16.1pp | 28.67%-19.0pp | 217.08%-207.4pp |
| Employer contribution / active EE | $626 | $2,991-79.1% | $2,517-75.1% | $4,299-85.4% |
| Participant deferral / active EE | $626 | $4,809-87.0% | $4,155-84.9% | $6,507-90.4% |
| Admin fee / account holder | $66,931 | $8,563+681.6% | $7,231+825.7% | $12,624+430.2% |