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 | $84,984 | $117,983-28.0% | $101,794-16.5% | $142,382-40.3% |
| Participation rate | 23.8% | 74.2%-50.4pp | 69.2%-45.4pp | 80.1%-56.3pp |
| Annual return | 5.71% | 36.92%-31.2pp | 30.53%-24.8pp | 217.08%-211.4pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $843 | $4,714-82.1% | $4,084-79.4% | $6,507-87.1% |
| Admin fee / account holder | $35,157 | $10,433+237.0% | $8,777+300.6% | $12,624+178.5% |