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 | $46,417 | $79,944-41.9% | $98,439-52.8% | $75,163-38.2% |
| Participation rate | 21.9% | 70.4%-48.5pp | 75.2%-53.3pp | 67.2%-45.3pp |
| Annual return | 11.80% | 19.75%-8.0pp | 21.16%-9.4pp | 160.62%-148.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,118 | $3,752-70.2% | $4,738-76.4% | $4,125-72.9% |
| Admin fee / account holder | $23,668 | $6,840+246.0% | $8,948+164.5% | $5,651+318.8% |