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 | $83,369-15.9% | $105,223-33.4% | $67,986+3.1% |
| Participation rate | 17.7% | 56.3%-38.6pp | 75.0%-57.3pp | 57.2%-39.5pp |
| Annual return | 5.36% | 24.64%-19.3pp | 180.65%-175.3pp | 31.67%-26.3pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,042 | $3,295-68.4% | $5,072-79.5% | $3,358-69.0% |
| Admin fee / account holder | $12,000 | $4,073+194.7% | $8,859+35.5% | $3,203+274.6% |