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 | $40,551 | $58,512-30.7% | $84,015-51.7% | $72,985-44.4% |
| Participation rate | 63.2% | 61.2%+2.0pp | 69.0%-5.8pp | 69.5%-6.3pp |
| Annual return | 16.28% | 28.93%-12.7pp | 71.31%-55.0pp | 81.00%-64.7pp |
| Employer contribution / active EE | $500 | $1,163-57.0% | $1,983-74.8% | $2,440-79.5% |
| Participant deferral / active EE | $869 | $2,394-63.7% | $3,239-73.2% | $3,607-75.9% |
| Admin fee / account holder | $3,319 | $4,569-27.4% | $6,101-45.6% | $5,124-35.2% |