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 | $66,348 | $53,053+25.1% | $126,539-47.6% | $74,304-10.7% |
| Participation rate | 34.4% | 48.0%-13.7pp | 69.8%-35.5pp | 60.3%-26.0pp |
| Annual return | 11.59% | 29.46%-17.9pp | 425.95%-414.4pp | 29.43%-17.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $666 | $2,303-71.1% | $4,083-83.7% | $3,767-82.3% |
| Admin fee / account holder | $2,953 | $3,698-20.1% | $6,065-51.3% | $2,969-0.5% |