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 | $22,578 | $100,773-77.6% | $88,946-74.6% | $142,382-84.1% |
| Participation rate | 29.2% | 74.3%-45.1pp | 68.8%-39.7pp | 80.1%-51.0pp |
| Annual return | 9.87% | 70.18%-60.3pp | 57.82%-48.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $300 | $5,230-94.3% | $4,581-93.5% | $6,507-95.4% |
| Admin fee / account holder | $3,210 | $9,693-66.9% | $8,261-61.1% | $12,624-74.6% |