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 | $64,373 | $122,239-47.3% | $184,203-65.1% | $74,495-13.6% |
| Participation rate | 21.0% | 85.5%-64.5pp | 86.8%-65.9pp | 67.2%-46.2pp |
| Annual return | 9.75% | 19.95%-10.2pp | 28.81%-19.1pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $440 | $7,139-93.8% | $9,131-95.2% | $4,346-89.9% |
| Admin fee / account holder | $1,370 | $1,260+8.8% | $13,901-90.1% | $1,942-29.4% |