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 | $23,534 | $70,475-66.6% | $100,516-76.6% | $79,858-70.5% |
| Participation rate | 51.2% | 73.7%-22.4pp | 79.4%-28.2pp | 69.6%-18.4pp |
| Annual return | 7.39% | 21.90%-14.5pp | 30.89%-23.5pp | 31.71%-24.3pp |
| Employer contribution / active EE | $770 | $2,165-64.4% | $3,418-77.5% | $2,471-68.8% |
| Participant deferral / active EE | $1,290 | $5,181-75.1% | $6,270-79.4% | $3,740-65.5% |
| Admin fee / account holder | $8,028 | $4,478+79.3% | $8,081-0.7% | $5,306+51.3% |