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 | $67,689 | $94,031-28.0% | $115,768-41.5% | $82,448-17.9% |
| Participation rate | 26.8% | 70.4%-43.6pp | 74.4%-47.6pp | 68.1%-41.2pp |
| Annual return | 9.47% | 20.61%-11.1pp | 100.46%-91.0pp | 41.64%-32.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,386 | $3,972-65.1% | $4,917-71.8% | $4,139-66.5% |
| Admin fee / account holder | $19,694 | $10,249+92.1% | $12,439+58.3% | $7,234+172.2% |