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 | $20,223 | $48,335-58.2% | $121,098-83.3% | $71,457-71.7% |
| Participation rate | 29.1% | 54.3%-25.2pp | 69.5%-40.4pp | 67.9%-38.9pp |
| Annual return | 12.83% | 23.32%-10.5pp | 985.75%-972.9pp | 28.85%-16.0pp |
| Employer contribution / active EE | $455 | $1,489-69.4% | $4,164-89.1% | $2,588-82.4% |
| Participant deferral / active EE | $378 | $2,754-86.3% | $4,080-90.7% | $4,289-91.2% |
| Admin fee / account holder | $3,030 | $1,841+64.7% | $5,644-46.3% | $1,587+90.9% |