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 | $34,529 | $89,355-61.4% | $141,162-75.5% | $72,985-52.7% |
| Participation rate | 16.9% | 75.1%-58.2pp | 82.5%-65.5pp | 69.5%-52.5pp |
| Annual return | 14.34% | 111.85%-97.5pp | 71.39%-57.0pp | 81.00%-66.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $490 | $5,418-91.0% | $6,709-92.7% | $3,607-86.4% |
| Admin fee / account holder | $6,887 | $5,958+15.6% | $10,261-32.9% | $5,124+34.4% |