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 | $32,317 | $91,190-64.6% | $178,490-81.9% | $79,858-59.5% |
| Participation rate | 27.6% | 69.2%-41.6pp | 81.9%-54.3pp | 69.6%-42.0pp |
| Annual return | 9.24% | 24.19%-14.9pp | 151.07%-141.8pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $850 | $3,236-73.7% | $5,202-83.7% | $3,740-77.3% |
| Admin fee / account holder | $1,072 | $6,751-84.1% | $13,984-92.3% | $5,306-79.8% |