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 | $38,728 | $54,705-29.2% | $71,209-45.6% | $84,808-54.3% |
| Participation rate | 13.9% | 64.1%-50.2pp | 73.8%-59.9pp | 68.3%-54.4pp |
| Annual return | 8.83% | 35.90%-27.1pp | 282.51%-273.7pp | 40.90%-32.1pp |
| Employer contribution / active EE | $345 | $2,158-84.0% | $2,721-87.3% | $2,631-86.9% |
| Participant deferral / active EE | $415 | $3,030-86.3% | $4,175-90.1% | $4,212-90.1% |
| Admin fee / account holder | $412 | $4,863-91.5% | $5,349-92.3% | $7,344-94.4% |