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 | $50,984 | $87,013-41.4% | $106,213-52.0% | $80,856-36.9% |
| Participation rate | 38.2% | 70.4%-32.2pp | 75.3%-37.1pp | 67.6%-29.4pp |
| Annual return | 7.18% | 17.05%-9.9pp | 116.14%-109.0pp | 35.59%-28.4pp |
| Employer contribution / active EE | $724 | $2,395-69.8% | $3,171-77.2% | $2,755-73.7% |
| Participant deferral / active EE | $1,673 | $3,986-58.0% | $5,016-66.6% | $4,296-61.1% |
| Admin fee / account holder | $26,298 | $8,431+211.9% | $11,033+138.4% | $6,918+280.1% |