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 | $49,786 | $96,128-48.2% | $136,007-63.4% | $80,856-38.4% |
| Participation rate | 20.0% | 71.2%-51.2pp | 76.5%-56.5pp | 67.6%-47.6pp |
| Annual return | 9.17% | 28.71%-19.5pp | 579.32%-570.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $4,217-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $740 | $5,709-87.0% | $7,025-89.5% | $4,296-82.8% |
| Admin fee / account holder | $3,596 | $8,236-56.3% | $6,858-47.6% | $6,918-48.0% |