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 | $53,249 | $77,145-31.0% | $108,410-50.9% | $85,850-38.0% |
| Participation rate | 48.3% | 74.7%-26.3pp | 80.1%-31.8pp | 69.3%-21.0pp |
| Annual return | 11.28% | 44.54%-33.3pp | 905.27%-894.0pp | 318.53%-307.3pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,167 | $5,566-79.0% | $6,563-82.2% | $3,952-70.5% |
| Admin fee / account holder | $7,380 | $5,172+42.7% | $7,295+1.2% | $6,260+17.9% |