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 | $50,576 | $102,317-50.6% | $146,958-65.6% | $80,856-37.5% |
| Participation rate | 48.9% | 75.8%-26.9pp | 82.2%-33.3pp | 67.6%-18.7pp |
| Annual return | 9.04% | 134.76%-125.7pp | 418.34%-409.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $895 | $3,713-75.9% | $4,933-81.9% | $2,755-67.5% |
| Participant deferral / active EE | $1,545 | $6,644-76.7% | $8,070-80.9% | $4,296-64.0% |
| Admin fee / account holder | $4,789 | $7,941-39.7% | $12,998-63.2% | $6,918-30.8% |