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 | $43,697 | $65,041-32.8% | $90,951-52.0% | $79,858-45.3% |
| Participation rate | 44.7% | 61.6%-16.9pp | 69.0%-24.3pp | 69.6%-24.9pp |
| Annual return | 9.99% | 30.45%-20.5pp | 134.60%-124.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $373 | $1,247-70.1% | $2,122-82.4% | $2,471-84.9% |
| Participant deferral / active EE | $585 | $2,512-76.7% | $3,373-82.6% | $3,740-84.3% |
| Admin fee / account holder | $6,555 | $4,536+44.5% | $5,959+10.0% | $5,306+23.5% |