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 | $69,189 | $72,492-4.6% | $87,100-20.6% | $72,985-5.2% |
| Participation rate | 63.9% | 72.8%-8.9pp | 76.9%-13.0pp | 69.5%-5.6pp |
| Annual return | 10.77% | 24.46%-13.7pp | 28.19%-17.4pp | 81.00%-70.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,408 | $3,270-56.9% | $4,049-65.2% | $3,607-61.0% |
| Admin fee / account holder | $1,452 | $5,055-71.3% | $7,497-80.6% | $5,124-71.7% |