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 | $73,562 | $78,705-6.5% | $117,854-37.6% | $70,131+4.9% |
| Participation rate | 34.7% | 73.2%-38.5pp | 79.7%-45.0pp | 69.5%-34.8pp |
| Annual return | 11.26% | 23.30%-12.0pp | 335.08%-323.8pp | 73.14%-61.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $874 | $3,297-73.5% | $4,482-80.5% | $3,332-73.8% |
| Admin fee / account holder | $25,861 | $5,065+410.5% | $8,020+222.5% | $4,645+456.7% |