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 | $46,707 | $94,031-50.3% | $115,768-59.7% | $82,448-43.4% |
| Participation rate | 54.8% | 70.4%-15.7pp | 74.4%-19.6pp | 68.1%-13.3pp |
| Annual return | 7.99% | 20.61%-12.6pp | 100.46%-92.5pp | 41.64%-33.6pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,494 | $3,972-62.4% | $4,917-69.6% | $4,139-63.9% |
| Admin fee / account holder | $3,614 | $10,249-64.7% | $12,439-71.0% | $7,234-50.0% |