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 7-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 | $98,517 | $89,753+9.8% | $107,525-8.4% | $84,808+16.2% |
| Participation rate | 11.5% | 68.1%-56.5pp | 75.1%-63.5pp | 68.3%-56.8pp |
| Annual return | 9.42% | 29.48%-20.1pp | 181.32%-171.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,297 | $4,056-68.0% | $5,116-74.6% | $4,212-69.2% |
| Admin fee / account holder | $4,151 | $7,222-42.5% | $8,919-53.5% | $7,344-43.5% |