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 | $37,241 | $214,378-82.6% | $200,582-81.4% | $142,382-73.8% |
| Participation rate | 27.3% | 87.4%-60.2pp | 86.9%-59.6pp | 80.1%-52.8pp |
| Annual return | 2.77% | 46.41%-43.6pp | 42.33%-39.6pp | 217.08%-214.3pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $118 | $9,865-98.8% | $9,331-98.7% | $6,507-98.2% |
| Admin fee / account holder | $100,422 | $17,692+467.6% | $16,305+515.9% | $12,624+695.5% |