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 | $70,713 | $81,460-13.2% | $103,333-31.6% | $80,856-12.5% |
| Participation rate | 5.6% | 66.8%-61.3pp | 74.5%-69.0pp | 67.6%-62.1pp |
| Annual return | 9.22% | 25.55%-16.3pp | 24.88%-15.7pp | 35.59%-26.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $250 | $3,869-93.5% | $5,057-95.1% | $4,296-94.2% |
| Admin fee / account holder | $872 | $6,566-86.7% | $8,355-89.6% | $6,918-87.4% |