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 | $73,736 | $74,927-1.6% | $101,794-27.6% | $84,808-13.1% |
| Participation rate | 21.7% | 61.4%-39.7pp | 69.2%-47.4pp | 68.3%-46.6pp |
| Annual return | 9.53% | 18.70%-9.2pp | 30.53%-21.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,129 | $3,099-63.6% | $4,084-72.4% | $4,212-73.2% |
| Admin fee / account holder | $1,662 | $6,514-74.5% | $8,777-81.1% | $7,344-77.4% |