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 | $58,300 | $106,749-45.4% | $145,433-59.9% | $82,448-29.3% |
| Participation rate | 43.3% | 75.6%-32.3pp | 82.1%-38.8pp | 68.1%-24.7pp |
| Annual return | 12.28% | 27.59%-15.3pp | 66.58%-54.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,080 | $6,519-83.4% | $7,897-86.3% | $4,139-73.9% |
| Admin fee / account holder | $13,489 | $8,390+60.8% | $13,129+2.7% | $7,234+86.5% |