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 | $25,552 | $77,899-67.2% | $149,673-82.9% | $75,163-66.0% |
| Participation rate | 44.8% | 65.6%-20.8pp | 78.8%-33.9pp | 67.2%-22.4pp |
| Annual return | 11.33% | 31.72%-20.4pp | 134.42%-123.1pp | 160.62%-149.3pp |
| Employer contribution / active EE | $711 | $3,137-77.3% | $4,818-85.2% | $2,670-73.4% |
| Participant deferral / active EE | $840 | $3,411-75.4% | $5,680-85.2% | $4,125-79.6% |
| Admin fee / account holder | $1,076 | $5,956-81.9% | $13,210-91.9% | $5,651-81.0% |