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 8-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 | $64,111 | $117,841-45.6% | $102,423-37.4% | $145,922-56.1% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 2.03% | 31.65%-29.6pp | 29.32%-27.3pp | 561.29%-559.3pp |
| Employer contribution / active EE | $1,019 | $3,615-71.8% | $3,023-66.3% | $4,660-78.1% |
| Participant deferral / active EE | $1,415 | $5,731-75.3% | $5,053-72.0% | $6,688-78.8% |
| Admin fee / account holder | $82,406 | $13,326+518.4% | $9,451+772.0% | $13,397+515.1% |