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 | $31,337 | $95,416-67.2% | $185,823-83.1% | $85,850-63.5% |
| Participation rate | 32.1% | 68.8%-36.6pp | 81.7%-49.6pp | 69.3%-37.2pp |
| Annual return | 8.52% | 23.59%-15.1pp | 122.05%-113.5pp | 318.53%-310.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $869 | $3,423-74.6% | $5,568-84.4% | $3,952-78.0% |
| Admin fee / account holder | $654 | $7,213-90.9% | $16,237-96.0% | $6,260-89.6% |