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 | $43,843 | $81,460-46.2% | $103,333-57.6% | $80,856-45.8% |
| Participation rate | 23.1% | 66.8%-43.8pp | 74.5%-51.4pp | 67.6%-44.6pp |
| Annual return | 9.66% | 25.55%-15.9pp | 24.88%-15.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $4,311 | $3,105+38.8% | $3,868+11.5% | $2,755+56.5% |
| Participant deferral / active EE | $565 | $3,869-85.4% | $5,057-88.8% | $4,296-86.8% |
| Admin fee / account holder | $25,458 | $6,566+287.7% | $8,355+204.7% | $6,918+268.0% |