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 | $55,339 | $65,041-14.9% | $90,951-39.2% | $79,858-30.7% |
| Participation rate | 21.1% | 61.6%-40.6pp | 69.0%-48.0pp | 69.6%-48.6pp |
| Annual return | 6.73% | 30.45%-23.7pp | 134.60%-127.9pp | 31.71%-25.0pp |
| Employer contribution / active EE | $780 | $1,247-37.5% | $2,122-63.2% | $2,471-68.4% |
| Participant deferral / active EE | $298 | $2,512-88.1% | $3,373-91.2% | $3,740-92.0% |
| Admin fee / account holder | $16,502 | $4,536+263.8% | $5,959+177.0% | $5,306+211.0% |