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 | $62,538 | $56,054+11.6% | $171,082-63.4% | $62,891-0.6% |
| Participation rate | 9.1% | 62.9%-53.8pp | 76.7%-67.6pp | 69.3%-60.2pp |
| Annual return | 1.83% | 22.52%-20.7pp | 32.56%-30.7pp | 20.14%-18.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $129 | $3,158-95.9% | $4,797-97.3% | $3,203-96.0% |
| Admin fee / account holder | $319 | $3,647-91.3% | $8,520-96.3% | $4,296-92.6% |