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 | $48,631 | $73,933-34.2% | $96,683-49.7% | $75,163-35.3% |
| Participation rate | 27.3% | 66.4%-39.1pp | 74.3%-47.1pp | 67.2%-39.9pp |
| Annual return | 9.68% | 26.70%-17.0pp | 35.69%-26.0pp | 160.62%-150.9pp |
| Employer contribution / active EE | $912 | $2,928-68.8% | $3,737-75.6% | $2,670-65.8% |
| Participant deferral / active EE | $1,326 | $3,659-63.8% | $4,878-72.8% | $4,125-67.9% |
| Admin fee / account holder | $24,932 | $5,216+378.0% | $6,730+270.5% | $5,651+341.2% |