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 | $60,971 | $91,552-33.4% | $133,956-54.5% | $79,858-23.7% |
| Participation rate | 34.0% | 73.3%-39.3pp | 79.8%-45.8pp | 69.6%-35.6pp |
| Annual return | 8.93% | 61.85%-52.9pp | 45.09%-36.2pp | 31.71%-22.8pp |
| Employer contribution / active EE | $852 | $2,384-64.2% | $3,919-78.3% | $2,471-65.5% |
| Participant deferral / active EE | $1,171 | $3,733-68.6% | $5,048-76.8% | $3,740-68.7% |
| Admin fee / account holder | $28,297 | $6,321+347.7% | $8,927+217.0% | $5,306+433.3% |