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 | $32,517 | $91,190-64.3% | $178,490-81.8% | $79,858-59.3% |
| Participation rate | 59.6% | 69.2%-9.6pp | 81.9%-22.3pp | 69.6%-10.0pp |
| Annual return | 4.75% | 24.19%-19.4pp | 151.07%-146.3pp | 31.71%-27.0pp |
| Employer contribution / active EE | $1,456 | $3,256-55.3% | $5,011-70.9% | $2,471-41.1% |
| Participant deferral / active EE | $568 | $3,236-82.4% | $5,202-89.1% | $3,740-84.8% |
| Admin fee / account holder | $7,352 | $6,751+8.9% | $13,984-47.4% | $5,306+38.5% |