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 | $103,357 | $98,750+4.7% | $149,696-31.0% | $79,858+29.4% |
| Participation rate | 31.1% | 75.8%-44.7pp | 82.5%-51.4pp | 69.6%-38.6pp |
| Annual return | 9.48% | 27.43%-18.0pp | 276.60%-267.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,967 | $5,680-65.4% | $6,842-71.3% | $3,740-47.4% |
| Admin fee / account holder | $23,522 | $6,053+288.6% | $9,309+152.7% | $5,306+343.3% |