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 | $47,887 | $49,173-2.6% | $121,098-60.5% | $75,163-36.3% |
| Participation rate | 14.5% | 55.4%-40.9pp | 69.5%-55.0pp | 67.2%-52.7pp |
| Annual return | 13.46% | 55.99%-42.5pp | 985.75%-972.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $504 | $1,546-67.4% | $4,164-87.9% | $2,670-81.1% |
| Participant deferral / active EE | $780 | $2,628-70.3% | $4,080-80.9% | $4,125-81.1% |
| Admin fee / account holder | $27,411 | $3,942+595.4% | $5,644+385.6% | $5,651+385.1% |