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 | $69,081 | $98,240-29.7% | $82,313-16.1% | $147,584-53.2% |
| Participation rate | 54.5% | 79.7%-25.2pp | 76.9%-22.3pp | 82.8%-28.3pp |
| Annual return | 7.50% | 30.85%-23.4pp | 25.88%-18.4pp | 578.55%-571.0pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $444 | $4,383-89.9% | $3,706-88.0% | $5,439-91.8% |
| Admin fee / account holder | $331 | $8,563-96.1% | $5,608-94.1% | $10,885-97.0% |