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 | $31,535 | $102,317-69.2% | $146,958-78.5% | $80,856-61.0% |
| Participation rate | 13.0% | 75.8%-62.9pp | 82.2%-69.2pp | 67.6%-54.7pp |
| Annual return | 10.21% | 134.76%-124.6pp | 418.34%-408.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,526 | $6,644-77.0% | $8,070-81.1% | $4,296-64.5% |
| Admin fee / account holder | $11,389 | $7,941+43.4% | $12,998-12.4% | $6,918+64.6% |