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 | $68,674 | $98,750-30.5% | $149,696-54.1% | $79,858-14.0% |
| Participation rate | 49.0% | 75.8%-26.8pp | 82.5%-33.5pp | 69.6%-20.7pp |
| Annual return | 8.92% | 27.43%-18.5pp | 276.60%-267.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $952 | $3,216-70.4% | $4,644-79.5% | $2,471-61.5% |
| Participant deferral / active EE | $1,383 | $5,680-75.7% | $6,842-79.8% | $3,740-63.0% |
| Admin fee / account holder | $18,980 | $6,053+213.6% | $9,309+103.9% | $5,306+257.7% |