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 | $85,110 | $88,634-4.0% | $101,326-16.0% | $74,304+14.5% |
| Participation rate | 27.8% | 76.9%-49.1pp | 81.5%-53.7pp | 60.3%-32.6pp |
| Annual return | 11.94% | 33.10%-21.2pp | 36.82%-24.9pp | 29.43%-17.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $674 | $7,322-90.8% | $7,994-91.6% | $3,767-82.1% |
| Admin fee / account holder | $17,569 | $2,425+624.4% | $11,185+57.1% | $2,969+491.8% |