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 | $27,582 | $127,065-78.3% | $113,168-75.6% | $142,382-80.6% |
| Participation rate | 22.7% | 79.2%-56.5pp | 76.6%-53.8pp | 80.1%-57.4pp |
| Annual return | 9.38% | 24.03%-14.6pp | 24.27%-14.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $77 | $5,716-98.7% | $5,107-98.5% | $6,507-98.8% |
| Admin fee / account holder | $949 | $15,736-94.0% | $12,068-92.1% | $12,624-92.5% |