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 | $90,516 | $102,317-11.5% | $146,958-38.4% | $80,856+11.9% |
| Participation rate | 42.3% | 75.8%-33.5pp | 82.2%-39.8pp | 67.6%-25.3pp |
| Annual return | 8.90% | 134.76%-125.9pp | 418.34%-409.4pp | 35.59%-26.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $924 | $6,644-86.1% | $8,070-88.5% | $4,296-78.5% |
| Admin fee / account holder | $1,441 | $7,941-81.9% | $12,998-88.9% | $6,918-79.2% |