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 | $69,066 | $102,317-32.5% | $146,958-53.0% | $80,856-14.6% |
| Participation rate | 22.9% | 75.8%-52.9pp | 82.2%-59.2pp | 67.6%-44.7pp |
| Annual return | 7.69% | 134.76%-127.1pp | 418.34%-410.7pp | 35.59%-27.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $768 | $6,644-88.4% | $8,070-90.5% | $4,296-82.1% |
| Admin fee / account holder | $14,917 | $7,941+87.8% | $12,998+14.8% | $6,918+115.6% |