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 | $34,226 | $109,881-68.9% | $150,045-77.2% | $84,808-59.6% |
| Participation rate | 56.8% | 76.1%-19.3pp | 82.3%-25.6pp | 68.3%-11.6pp |
| Annual return | 11.82% | 28.25%-16.4pp | 62.55%-50.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,119 | $3,561-68.6% | $4,693-76.2% | $2,631-57.5% |
| Participant deferral / active EE | $2,457 | $6,636-63.0% | $7,997-69.3% | $4,212-41.6% |
| Admin fee / account holder | $841 | $8,568-90.2% | $13,435-93.7% | $7,344-88.5% |