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 | $34,963 | $79,171-55.8% | $102,423-65.9% | $74,495-53.1% |
| Participation rate | 55.5% | 74.8%-19.3pp | 76.5%-21.0pp | 67.2%-11.7pp |
| Annual return | 9.99% | 54.93%-44.9pp | 29.32%-19.3pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,886 | $4,415-57.3% | $5,053-62.7% | $4,346-56.6% |
| Admin fee / account holder | $704 | $2,001-64.8% | $9,451-92.6% | $1,942-63.8% |