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 | $34,804 | $127,065-72.6% | $113,168-69.2% | $142,382-75.6% |
| Participation rate | 28.6% | 79.2%-50.6pp | 76.6%-48.0pp | 80.1%-51.5pp |
| Annual return | 6.26% | 24.03%-17.8pp | 24.27%-18.0pp | 217.08%-210.8pp |
| Employer contribution / active EE | $884 | $3,442-74.3% | $2,975-70.3% | $4,299-79.4% |
| Participant deferral / active EE | $1,246 | $5,716-78.2% | $5,107-75.6% | $6,507-80.8% |
| Admin fee / account holder | $41,816 | $15,736+165.7% | $12,068+246.5% | $12,624+231.3% |