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 | $52,259 | $117,983-55.7% | $101,794-48.7% | $142,382-63.3% |
| Participation rate | 31.3% | 74.2%-43.0pp | 69.2%-37.9pp | 80.1%-48.9pp |
| Annual return | 9.60% | 36.92%-27.3pp | 30.53%-20.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,107 | $4,714-76.5% | $4,084-72.9% | $6,507-83.0% |
| Admin fee / account holder | $21,542 | $10,433+106.5% | $8,777+145.4% | $12,624+70.7% |