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 | $35,707 | $85,202-58.1% | $172,739-79.3% | $72,985-51.1% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 4.48% | 27.32%-22.8pp | 802.84%-798.4pp | 81.00%-76.5pp |
| Employer contribution / active EE | $1,507 | $3,324-54.7% | $5,143-70.7% | $2,440-38.2% |
| Participant deferral / active EE | $499 | $3,260-84.7% | $5,198-90.4% | $3,607-86.2% |
| Admin fee / account holder | $8,123 | $5,884+38.1% | $13,954-41.8% | $5,124+58.5% |