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 | $77,824 | $127,065-38.8% | $113,168-31.2% | $142,382-45.3% |
| Participation rate | 16.7% | 79.2%-62.5pp | 76.6%-59.9pp | 80.1%-63.5pp |
| Annual return | 8.70% | 24.03%-15.3pp | 24.27%-15.6pp | 217.08%-208.4pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $176 | $5,716-96.9% | $5,107-96.6% | $6,507-97.3% |
| Admin fee / account holder | $21,781 | $15,736+38.4% | $12,068+80.5% | $12,624+72.5% |