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 | $70,111 | $86,944-19.4% | $107,525-34.8% | $74,304-5.6% |
| Participation rate | 17.7% | 59.6%-41.8pp | 75.1%-57.3pp | 60.3%-42.6pp |
| Annual return | 5.36% | 23.52%-18.2pp | 181.32%-176.0pp | 29.43%-24.1pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,042 | $3,554-70.7% | $5,116-79.6% | $3,767-72.3% |
| Admin fee / account holder | $12,000 | $3,727+222.0% | $8,919+34.6% | $2,969+304.2% |