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 | $68,848 | $66,098+4.2% | $101,794-32.4% | $74,304-7.3% |
| Participation rate | 12.9% | 53.8%-40.9pp | 69.2%-56.3pp | 60.3%-47.5pp |
| Annual return | 12.72% | 19.59%-6.9pp | 30.53%-17.8pp | 29.43%-16.7pp |
| Employer contribution / active EE | $228 | $1,082-78.9% | $2,289-90.0% | $2,241-89.8% |
| Participant deferral / active EE | $645 | $2,781-76.8% | $4,084-84.2% | $3,767-82.9% |
| Admin fee / account holder | $13,215 | $4,146+218.8% | $8,777+50.6% | $2,969+345.1% |