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 | $56,718 | $127,065-55.4% | $113,168-49.9% | $142,382-60.2% |
| Participation rate | 38.1% | 79.2%-41.1pp | 76.6%-38.5pp | 80.1%-42.0pp |
| Annual return | 6.69% | 24.03%-17.3pp | 24.27%-17.6pp | 217.08%-210.4pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $200 | $5,716-96.5% | $5,107-96.1% | $6,507-96.9% |
| Admin fee / account holder | $108,412 | $15,736+588.9% | $12,068+798.4% | $12,624+758.8% |