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 | $20,948 | $49,922-58.0% | $80,569-74.0% | $75,163-72.1% |
| Participation rate | 36.4% | 55.3%-18.9pp | 67.0%-30.6pp | 67.2%-30.8pp |
| Annual return | 11.68% | 34.69%-23.0pp | 935.43%-923.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $423 | $1,698-75.1% | $2,723-84.5% | $2,670-84.2% |
| Participant deferral / active EE | $713 | $2,990-76.1% | $4,447-84.0% | $4,125-82.7% |
| Admin fee / account holder | $3,602 | $3,577+0.7% | $5,377-33.0% | $5,651-36.3% |