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 | $30,142 | $77,899-61.3% | $149,673-79.9% | $75,163-59.9% |
| Participation rate | 43.3% | 65.6%-22.2pp | 78.8%-35.4pp | 67.2%-23.9pp |
| Annual return | 9.77% | 31.72%-22.0pp | 134.42%-124.6pp | 160.62%-150.8pp |
| Employer contribution / active EE | $1,208 | $3,137-61.5% | $4,818-74.9% | $2,670-54.7% |
| Participant deferral / active EE | $527 | $3,411-84.5% | $5,680-90.7% | $4,125-87.2% |
| Admin fee / account holder | $8,552 | $5,956+43.6% | $13,210-35.3% | $5,651+51.3% |