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 | $88,086 | $98,463-10.5% | $119,258-26.1% | $85,850+2.6% |
| Participation rate | 31.3% | 77.6%-46.4pp | 82.7%-51.5pp | 69.3%-38.1pp |
| Annual return | 6.78% | 38.53%-31.7pp | 30.69%-23.9pp | 318.53%-311.8pp |
| Employer contribution / active EE | $0 | $3,698-100.0% | $4,384-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $577 | $4,942-88.3% | $6,111-90.6% | $3,952-85.4% |
| Admin fee / account holder | $3,106 | $7,493-58.6% | $7,226-57.0% | $6,260-50.4% |