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 | $39,503 | $63,346-37.6% | $92,233-57.2% | $70,131-43.7% |
| Participation rate | 50.9% | 68.7%-17.8pp | 76.5%-25.6pp | 69.5%-18.6pp |
| Annual return | 7.23% | 530.12%-522.9pp | 176.28%-169.0pp | 73.14%-65.9pp |
| Employer contribution / active EE | $4,062 | $2,471+64.4% | $3,679+10.4% | $2,342+73.4% |
| Participant deferral / active EE | $597 | $2,854-79.1% | $3,897-84.7% | $3,332-82.1% |
| Admin fee / account holder | $1,563 | $3,840-59.3% | $5,194-69.9% | $4,645-66.3% |