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 | $85,957 | $100,923-14.8% | $150,045-42.7% | $74,304+15.7% |
| Participation rate | 12.4% | 70.1%-57.7pp | 82.3%-69.9pp | 60.3%-48.0pp |
| Annual return | 12.92% | 51.77%-38.8pp | 62.55%-49.6pp | 29.43%-16.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,596 | $6,709-76.2% | $7,997-80.0% | $3,767-57.6% |
| Admin fee / account holder | $11,014 | $2,767+298.1% | $13,435-18.0% | $2,969+271.0% |