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 | $27,082 | $63,156-57.1% | $122,332-77.9% | $62,292-56.5% |
| Participation rate | 27.9% | 60.0%-32.1pp | 71.6%-43.7pp | 69.5%-41.6pp |
| Annual return | 12.95% | 20.61%-7.7pp | 30.27%-17.3pp | 28.90%-15.9pp |
| Employer contribution / active EE | $539 | $1,385-61.1% | $4,050-86.7% | $2,042-73.6% |
| Participant deferral / active EE | $740 | $2,321-68.1% | $3,287-77.5% | $3,169-76.7% |
| Admin fee / account holder | $933 | $440+112.1% | $5,478-83.0% | $479+94.6% |