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 | $43,795 | $72,277-39.4% | $101,248-56.7% | $79,858-45.2% |
| Participation rate | 32.3% | 68.5%-36.2pp | 75.8%-43.5pp | 69.6%-37.4pp |
| Annual return | 7.68% | 22.30%-14.6pp | 46.47%-38.8pp | 31.71%-24.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $868 | $3,282-73.5% | $4,370-80.1% | $3,740-76.8% |
| Admin fee / account holder | $6,381 | $4,400+45.0% | $5,945+7.3% | $5,306+20.3% |