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 | $38,732 | $102,317-62.1% | $146,958-73.6% | $80,856-52.1% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.2%-44.7pp | 67.6%-30.1pp |
| Annual return | 9.82% | 134.76%-124.9pp | 418.34%-408.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,512 | $3,713-5.4% | $4,933-28.8% | $2,755+27.5% |
| Participant deferral / active EE | $297 | $6,644-95.5% | $8,070-96.3% | $4,296-93.1% |
| Admin fee / account holder | $3,221 | $7,941-59.4% | $12,998-75.2% | $6,918-53.4% |