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 | $30,000 | $54,705-45.2% | $71,209-57.9% | $84,808-64.6% |
| Participation rate | 7.3% | 64.1%-56.8pp | 73.8%-66.4pp | 68.3%-61.0pp |
| Annual return | 5.40% | 35.90%-30.5pp | 282.51%-277.1pp | 40.90%-35.5pp |
| Employer contribution / active EE | $360 | $2,158-83.3% | $2,721-86.8% | $2,631-86.3% |
| Participant deferral / active EE | $524 | $3,030-82.7% | $4,175-87.5% | $4,212-87.6% |
| Admin fee / account holder | $1,875 | $4,863-61.4% | $5,349-64.9% | $7,344-74.5% |