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 | $45,862 | $86,929-47.2% | $102,423-55.2% | $80,856-43.3% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.6pp | 67.6%-24.8pp |
| Annual return | 6.41% | 18.88%-12.5pp | 29.32%-22.9pp | 35.59%-29.2pp |
| Employer contribution / active EE | $933 | $2,369-60.6% | $3,023-69.1% | $2,755-66.1% |
| Participant deferral / active EE | $1,569 | $4,118-61.9% | $5,053-69.0% | $4,296-63.5% |
| Admin fee / account holder | $51,563 | $8,049+540.6% | $9,451+445.6% | $6,918+645.3% |