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 | $35,936 | $86,929-58.7% | $102,423-64.9% | $80,856-55.6% |
| Participation rate | 62.3% | 72.4%-10.1pp | 76.5%-14.2pp | 67.6%-5.3pp |
| Annual return | 2.60% | 18.88%-16.3pp | 29.32%-26.7pp | 35.59%-33.0pp |
| Employer contribution / active EE | $1,185 | $2,369-50.0% | $3,023-60.8% | $2,755-57.0% |
| Participant deferral / active EE | $1,674 | $4,118-59.4% | $5,053-66.9% | $4,296-61.0% |
| Admin fee / account holder | $19,170 | $8,049+138.2% | $9,451+102.8% | $6,918+177.1% |