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 | $64,715 | $76,552-15.5% | $123,892-47.8% | $62,891+2.9% |
| Participation rate | 64.2% | 73.0%-8.8pp | 81.4%-17.2pp | 69.3%-5.1pp |
| Annual return | 5.16% | 18.68%-13.5pp | 47.52%-42.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,838 | $4,840-62.0% | $5,984-69.3% | $3,203-42.6% |
| Admin fee / account holder | $17,543 | $4,826+263.5% | $8,357+109.9% | $4,296+308.4% |