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 | $35,460 | $109,881-67.7% | $150,045-76.4% | $84,808-58.2% |
| Participation rate | 19.2% | 76.1%-56.9pp | 82.3%-63.1pp | 68.3%-49.1pp |
| Annual return | 10.80% | 28.25%-17.4pp | 62.55%-51.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $421 | $6,636-93.7% | $7,997-94.7% | $4,212-90.0% |
| Admin fee / account holder | $9,393 | $8,568+9.6% | $13,435-30.1% | $7,344+27.9% |