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 | $41,714 | $92,055-54.7% | $106,213-60.7% | $77,643-46.3% |
| Participation rate | 19.4% | 81.0%-61.6pp | 75.3%-55.9pp | 70.6%-51.2pp |
| Annual return | 9.82% | 17.91%-8.1pp | 116.14%-106.3pp | 31.24%-21.4pp |
| Employer contribution / active EE | $0 | $3,367-100.0% | $3,171-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $883 | $5,386-83.6% | $5,016-82.4% | $4,647-81.0% |
| Admin fee / account holder | $1,584 | $219+623.2% | $11,033-85.6% | $430+268.1% |