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 | $44,195 | $70,428-37.2% | $96,562-54.2% | $85,850-48.5% |
| Participation rate | 21.2% | 61.8%-40.6pp | 69.8%-48.6pp | 69.3%-48.1pp |
| Annual return | 5.94% | 18.59%-12.6pp | 37.78%-31.8pp | 318.53%-312.6pp |
| Employer contribution / active EE | $411 | $1,413-70.9% | $2,356-82.6% | $2,565-84.0% |
| Participant deferral / active EE | $932 | $2,894-67.8% | $3,849-75.8% | $3,952-76.4% |
| Admin fee / account holder | $26,779 | $4,997+435.9% | $6,181+333.3% | $6,260+327.8% |