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 | $50,161 | $74,927-33.1% | $101,794-50.7% | $84,808-40.9% |
| Participation rate | 34.6% | 61.4%-26.8pp | 69.2%-34.6pp | 68.3%-33.7pp |
| Annual return | 10.48% | 18.70%-8.2pp | 30.53%-20.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $471 | $1,522-69.0% | $2,289-79.4% | $2,631-82.1% |
| Participant deferral / active EE | $733 | $3,099-76.4% | $4,084-82.1% | $4,212-82.6% |
| Admin fee / account holder | $537 | $6,514-91.8% | $8,777-93.9% | $7,344-92.7% |