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 8-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 | $24,377 | $85,022-71.3% | $70,515-65.4% | $139,434-82.5% |
| Participation rate | 25.0% | 73.9%-48.9pp | 68.3%-43.3pp | 80.3%-55.3pp |
| Annual return | 9.58% | 30.38%-20.8pp | 32.77%-23.2pp | 372.94%-363.4pp |
| Employer contribution / active EE | $625 | $3,909-84.0% | $2,973-79.0% | $4,751-86.8% |
| Participant deferral / active EE | $993 | $5,890-83.1% | $4,567-78.2% | $6,710-85.2% |
| Admin fee / account holder | $5,062 | $8,906-43.2% | $6,412-21.1% | $11,403-55.6% |