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 5-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 | $58,561 | $109,413-46.5% | $156,263-62.5% | $84,808-30.9% |
| Participation rate | 19.4% | 72.7%-53.2pp | 78.9%-59.5pp | 68.3%-48.9pp |
| Annual return | 10.74% | 20.18%-9.4pp | 59.47%-48.7pp | 40.90%-30.2pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $651 | $4,590-85.8% | $6,158-89.4% | $4,212-84.5% |
| Admin fee / account holder | $7,557 | $9,357-19.2% | $14,255-47.0% | $7,344+2.9% |