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 | $47,664 | $73,933-35.5% | $96,683-50.7% | $75,163-36.6% |
| Participation rate | 28.6% | 66.4%-37.9pp | 74.3%-45.8pp | 67.2%-38.6pp |
| Annual return | 10.97% | 26.70%-15.7pp | 35.69%-24.7pp | 160.62%-149.6pp |
| Employer contribution / active EE | $3,560 | $2,928+21.6% | $3,737-4.7% | $2,670+33.4% |
| Participant deferral / active EE | $371 | $3,659-89.8% | $4,878-92.4% | $4,125-91.0% |
| Admin fee / account holder | $13,616 | $5,216+161.0% | $6,730+102.3% | $5,651+141.0% |