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 | $57,068 | $89,355-36.1% | $141,162-59.6% | $72,985-21.8% |
| Participation rate | 37.8% | 75.1%-37.3pp | 82.5%-44.7pp | 69.5%-31.7pp |
| Annual return | 16.70% | 111.85%-95.1pp | 71.39%-54.7pp | 81.00%-64.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,344 | $5,418-75.2% | $6,709-80.0% | $3,607-62.7% |
| Admin fee / account holder | $869 | $5,958-85.4% | $10,261-91.5% | $5,124-83.0% |