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 | $15,923 | $85,202-81.3% | $172,739-90.8% | $72,985-78.2% |
| Participation rate | 33.9% | 70.1%-36.2pp | 82.6%-48.8pp | 69.5%-35.6pp |
| Annual return | 11.25% | 27.32%-16.1pp | 802.84%-791.6pp | 81.00%-69.8pp |
| Employer contribution / active EE | $550 | $3,324-83.5% | $5,143-89.3% | $2,440-77.5% |
| Participant deferral / active EE | $481 | $3,260-85.2% | $5,198-90.7% | $3,607-86.7% |
| Admin fee / account holder | $870 | $5,884-85.2% | $13,954-93.8% | $5,124-83.0% |