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 | $36,116 | $65,041-44.5% | $90,951-60.3% | $79,858-54.8% |
| Participation rate | 63.6% | 61.6%+2.0pp | 69.0%-5.4pp | 69.6%-6.0pp |
| Annual return | 9.49% | 30.45%-21.0pp | 134.60%-125.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $440 | $1,247-64.7% | $2,122-79.3% | $2,471-82.2% |
| Participant deferral / active EE | $1,054 | $2,512-58.0% | $3,373-68.7% | $3,740-71.8% |
| Admin fee / account holder | $2,806 | $4,536-38.2% | $5,959-52.9% | $5,306-47.1% |