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 | $70,757 | $58,208+21.6% | $81,812-13.5% | $80,856-12.5% |
| Participation rate | 13.6% | 63.4%-49.8pp | 72.3%-58.7pp | 67.6%-54.0pp |
| Annual return | 7.56% | 41.66%-34.1pp | 773.79%-766.2pp | 35.59%-28.0pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $436 | $3,281-86.7% | $4,319-89.9% | $4,296-89.9% |
| Admin fee / account holder | $24,873 | $4,981+399.3% | $7,386+236.8% | $6,918+259.5% |