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 | $51,856 | $140,940-63.2% | $112,229-53.8% | $139,434-62.8% |
| Participation rate | 43.5% | 79.2%-35.7pp | 72.4%-29.0pp | 80.3%-36.8pp |
| Annual return | 8.67% | 32.71%-24.0pp | 30.20%-21.5pp | 372.94%-364.3pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,080 | $5,874-81.6% | $4,798-77.5% | $6,710-83.9% |
| Admin fee / account holder | $10,580 | $9,954+6.3% | $7,748+36.5% | $11,403-7.2% |