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 | $23,789 | $77,503-69.3% | $100,391-76.3% | $80,856-70.6% |
| Participation rate | 51.2% | 76.9%-25.8pp | 81.5%-30.3pp | 67.6%-16.5pp |
| Annual return | 8.81% | 37.20%-28.4pp | 49.20%-40.4pp | 35.59%-26.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,617 | $6,820-76.3% | $8,082-80.0% | $4,296-62.4% |
| Admin fee / account holder | $12,024 | $5,897+103.9% | $7,899+52.2% | $6,918+73.8% |