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 | $21,216 | $58,512-63.7% | $84,015-74.7% | $72,985-70.9% |
| Participation rate | 27.4% | 61.2%-33.8pp | 69.0%-41.6pp | 69.5%-42.1pp |
| Annual return | 11.45% | 28.93%-17.5pp | 71.31%-59.9pp | 81.00%-69.6pp |
| Employer contribution / active EE | $735 | $1,163-36.8% | $1,983-63.0% | $2,440-69.9% |
| Participant deferral / active EE | $844 | $2,394-64.7% | $3,239-73.9% | $3,607-76.6% |
| Admin fee / account holder | $1,758 | $4,569-61.5% | $6,101-71.2% | $5,124-65.7% |