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 | $101,291 | $84,233+20.3% | $170,442-40.6% | $70,131+44.4% |
| Participation rate | 9.6% | 70.8%-61.3pp | 83.6%-74.0pp | 69.5%-60.0pp |
| Annual return | 11.70% | 23.06%-11.4pp | 205.93%-194.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $435 | $3,086-85.9% | $4,939-91.2% | $3,332-86.9% |
| Admin fee / account holder | $97,138 | $5,698+1604.8% | $13,880+599.8% | $4,645+1991.1% |