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 | $37,552 | $98,750-62.0% | $149,696-74.9% | $79,858-53.0% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.6%-29.6pp |
| Annual return | 6.72% | 27.43%-20.7pp | 276.60%-269.9pp | 31.71%-25.0pp |
| Employer contribution / active EE | $779 | $3,216-75.8% | $4,644-83.2% | $2,471-68.5% |
| Participant deferral / active EE | $1,483 | $5,680-73.9% | $6,842-78.3% | $3,740-60.4% |
| Admin fee / account holder | $801 | $6,053-86.8% | $9,309-91.4% | $5,306-84.9% |