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 | $23,112 | $72,177-68.0% | $115,037-79.9% | $59,632-61.2% |
| Participation rate | 35.4% | 72.6%-37.2pp | 81.4%-46.0pp | 68.7%-33.3pp |
| Annual return | -2.88% | 12.02%-14.9pp | 26.14%-29.0pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $483 | $2,841-83.0% | $4,608-89.5% | $2,203-78.1% |
| Participant deferral / active EE | $1,168 | $4,783-75.6% | $6,026-80.6% | $3,192-63.4% |
| Admin fee / account holder | $7,220 | $4,927+46.5% | $8,175-11.7% | $4,297+68.0% |