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 | $137,649 | $126,574+8.8% | $106,213+29.6% | $145,922-5.7% |
| Participation rate | 59.1% | 77.6%-18.5pp | 75.3%-16.2pp | 80.3%-21.2pp |
| Annual return | 7.09% | 224.79%-217.7pp | 116.14%-109.1pp | 561.29%-554.2pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,389 | $5,724-75.7% | $5,016-72.3% | $6,688-79.2% |
| Admin fee / account holder | $39,226 | $17,304+126.7% | $11,033+255.5% | $13,397+192.8% |