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 | $24,537 | $91,190-73.1% | $178,490-86.3% | $79,858-69.3% |
| Participation rate | 28.1% | 69.2%-41.1pp | 81.9%-53.8pp | 69.6%-41.5pp |
| Annual return | 0.42% | 24.19%-23.8pp | 151.07%-150.6pp | 31.71%-31.3pp |
| Employer contribution / active EE | $557 | $3,256-82.9% | $5,011-88.9% | $2,471-77.5% |
| Participant deferral / active EE | $659 | $3,236-79.6% | $5,202-87.3% | $3,740-82.4% |
| Admin fee / account holder | $8,338 | $6,751+23.5% | $13,984-40.4% | $5,306+57.1% |