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 | $51,986 | $93,571-44.4% | $135,903-61.7% | $75,163-30.8% |
| Participation rate | 44.2% | 75.2%-31.0pp | 81.9%-37.7pp | 67.2%-23.0pp |
| Annual return | 13.47% | 30.90%-17.4pp | 68.23%-54.8pp | 160.62%-147.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,712 | $6,404-73.3% | $7,758-77.9% | $4,125-58.5% |
| Admin fee / account holder | $7,946 | $6,975+13.9% | $10,762-26.2% | $5,651+40.6% |