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 | $82,235 | $71,192+15.5% | $117,854-30.2% | $62,292+32.0% |
| Participation rate | 46.7% | 74.2%-27.5pp | 79.7%-32.9pp | 69.5%-22.8pp |
| Annual return | 13.59% | 18.66%-5.1pp | 335.08%-321.5pp | 28.90%-15.3pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,389 | $3,189-56.4% | $4,482-69.0% | $3,169-56.2% |
| Admin fee / account holder | $8,316 | $587+1316.1% | $8,020+3.7% | $479+1634.9% |