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 | $29,073 | $77,503-62.5% | $100,391-71.0% | $80,856-64.0% |
| Participation rate | 26.9% | 76.9%-50.0pp | 81.5%-54.6pp | 67.6%-40.7pp |
| Annual return | 9.47% | 37.20%-27.7pp | 49.20%-39.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,151 | $6,820-83.1% | $8,082-85.8% | $4,296-73.2% |
| Admin fee / account holder | $18,829 | $5,897+219.3% | $7,899+138.4% | $6,918+172.2% |