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 | $65,393 | $80,968-19.2% | $96,544-32.3% | $75,163-13.0% |
| Participation rate | 54.3% | 71.8%-17.4pp | 76.0%-21.6pp | 67.2%-12.8pp |
| Annual return | 2.91% | 27.06%-24.1pp | 25.84%-22.9pp | 160.62%-157.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,179 | $3,928-70.0% | $4,851-75.7% | $4,125-71.4% |
| Admin fee / account holder | $3,850 | $6,724-42.7% | $8,252-53.3% | $5,651-31.9% |