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 | $32,467 | $81,248-60.0% | $155,509-79.1% | $80,856-59.8% |
| Participation rate | 48.4% | 66.2%-17.8pp | 78.2%-29.8pp | 67.6%-19.3pp |
| Annual return | 5.66% | 33.31%-27.6pp | 64.67%-59.0pp | 35.59%-29.9pp |
| Employer contribution / active EE | $2,199 | $3,100-29.1% | $4,672-52.9% | $2,755-20.2% |
| Participant deferral / active EE | $23 | $3,452-99.3% | $5,626-99.6% | $4,296-99.5% |
| Admin fee / account holder | $11,115 | $7,997+39.0% | $15,912-30.1% | $6,918+60.7% |