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 | $95,295 | $98,750-3.5% | $149,696-36.3% | $79,858+19.3% |
| Participation rate | 46.3% | 75.8%-29.4pp | 82.5%-36.1pp | 69.6%-23.3pp |
| Annual return | 6.35% | 27.43%-21.1pp | 276.60%-270.3pp | 31.71%-25.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,159 | $5,680-62.0% | $6,842-68.4% | $3,740-42.3% |
| Admin fee / account holder | $41,884 | $6,053+592.0% | $9,309+349.9% | $5,306+689.3% |