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 | $50,021 | $81,460-38.6% | $103,333-51.6% | $80,856-38.1% |
| Participation rate | 27.0% | 66.8%-39.8pp | 74.5%-47.5pp | 67.6%-40.6pp |
| Annual return | 8.71% | 25.55%-16.8pp | 24.88%-16.2pp | 35.59%-26.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,117 | $3,869-71.1% | $5,057-77.9% | $4,296-74.0% |
| Admin fee / account holder | $7,938 | $6,566+20.9% | $8,355-5.0% | $6,918+14.7% |