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 | $40,350 | $58,512-31.0% | $84,015-52.0% | $72,985-44.7% |
| Participation rate | 38.6% | 61.2%-22.6pp | 69.0%-30.4pp | 69.5%-30.8pp |
| Annual return | 15.98% | 28.93%-13.0pp | 71.31%-55.3pp | 81.00%-65.0pp |
| Employer contribution / active EE | $249 | $1,163-78.6% | $1,983-87.5% | $2,440-89.8% |
| Participant deferral / active EE | $308 | $2,394-87.1% | $3,239-90.5% | $3,607-91.4% |
| Admin fee / account holder | $6,261 | $4,569+37.0% | $6,101+2.6% | $5,124+22.2% |