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 | $71,383 | $63,355+12.7% | $91,989-22.4% | $72,985-2.2% |
| Participation rate | 41.5% | 72.5%-31.1pp | 78.6%-37.2pp | 69.5%-28.0pp |
| Annual return | 12.83% | 35.35%-22.5pp | 69.02%-56.2pp | 81.00%-68.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $850 | $4,883-82.6% | $5,923-85.6% | $3,607-76.4% |
| Admin fee / account holder | $37,983 | $4,668+713.7% | $7,743+390.6% | $5,124+641.2% |