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 | $38,119 | $115,882-67.1% | $100,516-62.1% | $158,922-76.0% |
| Participation rate | 44.4% | 81.6%-37.1pp | 79.4%-35.0pp | 82.0%-37.5pp |
| Annual return | 4.20% | 34.79%-30.6pp | 30.89%-26.7pp | 302.83%-298.6pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $50 | $6,674-99.3% | $6,270-99.2% | $5,982-99.2% |
| Admin fee / account holder | $18,183 | $10,995+65.4% | $8,081+125.0% | $11,246+61.7% |