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 | $61,256 | $106,515-42.5% | $96,683-36.6% | $139,434-56.1% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 9.37% | 38.43%-29.1pp | 35.69%-26.3pp | 372.94%-363.6pp |
| Employer contribution / active EE | $1,212 | $4,103-70.5% | $3,737-67.6% | $4,751-74.5% |
| Participant deferral / active EE | $200 | $5,454-96.3% | $4,878-95.9% | $6,710-97.0% |
| Admin fee / account holder | $251,668 | $7,877+3095.0% | $6,730+3639.8% | $11,403+2107.1% |