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 | $31,128 | $100,923-69.2% | $150,045-79.3% | $74,304-58.1% |
| Participation rate | 54.6% | 70.1%-15.5pp | 82.3%-27.7pp | 60.3%-5.7pp |
| Annual return | 9.29% | 51.77%-42.5pp | 62.55%-53.3pp | 29.43%-20.1pp |
| Employer contribution / active EE | $1,151 | $3,463-66.8% | $4,693-75.5% | $2,241-48.7% |
| Participant deferral / active EE | $1,578 | $6,709-76.5% | $7,997-80.3% | $3,767-58.1% |
| Admin fee / account holder | $9,421 | $2,767+240.5% | $13,435-29.9% | $2,969+217.3% |