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 | $36,770 | $72,277-49.1% | $101,248-63.7% | $79,858-54.0% |
| Participation rate | 36.6% | 68.5%-31.9pp | 75.8%-39.2pp | 69.6%-33.0pp |
| Annual return | 6.49% | 22.30%-15.8pp | 46.47%-40.0pp | 31.71%-25.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,129 | $3,282-65.6% | $4,370-74.2% | $3,740-69.8% |
| Admin fee / account holder | $16,998 | $4,400+286.3% | $5,945+185.9% | $5,306+220.3% |