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 | $49,762 | $48,795+2.0% | $65,493-24.0% | $84,808-41.3% |
| Participation rate | 13.3% | 67.0%-53.6pp | 73.1%-59.8pp | 68.3%-55.0pp |
| Annual return | 8.98% | 20.20%-11.2pp | 982.45%-973.5pp | 40.90%-31.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $716 | $2,928-75.6% | $3,961-81.9% | $4,212-83.0% |
| Admin fee / account holder | $2,224 | $3,877-42.6% | $5,028-55.8% | $7,344-69.7% |