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 | $58,647 | $89,355-34.4% | $141,162-58.5% | $72,985-19.6% |
| Participation rate | 42.1% | 75.1%-33.0pp | 82.5%-40.4pp | 69.5%-27.4pp |
| Annual return | 18.57% | 111.85%-93.3pp | 71.39%-52.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,357 | $5,418-75.0% | $6,709-79.8% | $3,607-62.4% |
| Admin fee / account holder | $17,718 | $5,958+197.4% | $10,261+72.7% | $5,124+245.8% |