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 | $60,284 | $72,277-16.6% | $101,248-40.5% | $79,858-24.5% |
| Participation rate | 50.8% | 68.5%-17.7pp | 75.8%-25.0pp | 69.6%-18.9pp |
| Annual return | 8.98% | 22.30%-13.3pp | 46.47%-37.5pp | 31.71%-22.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,092 | $3,282-66.7% | $4,370-75.0% | $3,740-70.8% |
| Admin fee / account holder | $18,160 | $4,400+312.7% | $5,945+205.4% | $5,306+242.2% |