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 | $29,565 | $83,477-64.6% | $125,175-76.4% | $72,985-59.5% |
| Participation rate | 61.5% | 73.3%-11.8pp | 79.8%-18.2pp | 69.5%-7.9pp |
| Annual return | 9.68% | 25.78%-16.1pp | 43.79%-34.1pp | 81.00%-71.3pp |
| Employer contribution / active EE | $1,860 | $2,345-20.7% | $3,865-51.9% | $2,440-23.8% |
| Participant deferral / active EE | $1,443 | $3,585-59.7% | $4,937-70.8% | $3,607-60.0% |
| Admin fee / account holder | $9,113 | $5,517+65.2% | $9,702-6.1% | $5,124+77.8% |