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 | $117,842 | $85,766+37.4% | $136,294-13.5% | $70,131+68.0% |
| Participation rate | 65.1% | 74.2%-9.0pp | 81.9%-16.8pp | 69.5%-4.4pp |
| Annual return | 8.57% | 31.45%-22.9pp | 5155.94%-5147.4pp | 73.14%-64.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,004 | $5,051-60.3% | $6,247-67.9% | $3,332-39.9% |
| Admin fee / account holder | $12,149 | $5,420+124.1% | $9,243+31.4% | $4,645+161.5% |