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 | $70,401 | $64,890+8.5% | $134,172-47.5% | $67,986+3.6% |
| Participation rate | 30.5% | 48.5%-18.1pp | 72.5%-42.0pp | 57.2%-26.7pp |
| Annual return | 10.41% | 16.12%-5.7pp | 25.30%-14.9pp | 31.67%-21.3pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $3,420-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $783 | $2,289-65.8% | $4,690-83.3% | $3,358-76.7% |
| Admin fee / account holder | $5,318 | $3,140+69.3% | $12,016-55.7% | $3,203+66.0% |