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 | $82,787 | $90,397-8.4% | $76,002+8.9% | $145,959-43.3% |
| Participation rate | 34.8% | 74.5%-39.7pp | 69.1%-34.3pp | 80.3%-45.5pp |
| Annual return | 8.05% | 621.97%-613.9pp | 360.07%-352.0pp | 561.95%-553.9pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $863 | $5,163-83.3% | $4,257-79.7% | $6,689-87.1% |
| Admin fee / account holder | $23,322 | $8,369+178.7% | $6,414+263.6% | $13,398+74.1% |