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 | $33,359 | $84,233-60.4% | $170,442-80.4% | $70,131-52.4% |
| Participation rate | 37.3% | 70.8%-33.6pp | 83.6%-46.3pp | 69.5%-32.3pp |
| Annual return | 9.66% | 23.06%-13.4pp | 205.93%-196.3pp | 73.14%-63.5pp |
| Employer contribution / active EE | $473 | $3,387-86.0% | $5,433-91.3% | $2,342-79.8% |
| Participant deferral / active EE | $489 | $3,086-84.2% | $4,939-90.1% | $3,332-85.3% |
| Admin fee / account holder | $6,550 | $5,698+15.0% | $13,880-52.8% | $4,645+41.0% |