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 | $18,681 | $65,365-71.4% | $92,893-79.9% | $72,985-74.4% |
| Participation rate | 48.3% | 68.3%-20.0pp | 76.0%-27.7pp | 69.5%-21.2pp |
| Annual return | 16.05% | 42.10%-26.1pp | 109.41%-93.4pp | 81.00%-65.0pp |
| Employer contribution / active EE | $3,442 | $2,594+32.7% | $3,653-5.8% | $2,440+41.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,494 | $4,251+5.7% | $5,794-22.4% | $5,124-12.3% |