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 | $29,042 | $72,277-59.8% | $101,248-71.3% | $79,858-63.6% |
| Participation rate | 40.0% | 68.5%-28.5pp | 75.8%-35.8pp | 69.6%-29.6pp |
| Annual return | 10.06% | 22.30%-12.2pp | 46.47%-36.4pp | 31.71%-21.7pp |
| Employer contribution / active EE | $638 | $2,692-76.3% | $3,660-82.6% | $2,471-74.2% |
| Participant deferral / active EE | $756 | $3,282-77.0% | $4,370-82.7% | $3,740-79.8% |
| Admin fee / account holder | $2,429 | $4,400-44.8% | $5,945-59.1% | $5,306-54.2% |