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 | $18,045 | $85,202-78.8% | $172,739-89.6% | $72,985-75.3% |
| Participation rate | 69.8% | 70.1%-0.3pp | 82.6%-12.8pp | 69.5%+0.3pp |
| Annual return | 2.44% | 27.32%-24.9pp | 802.84%-800.4pp | 81.00%-78.6pp |
| Employer contribution / active EE | $607 | $3,324-81.8% | $5,143-88.2% | $2,440-75.1% |
| Participant deferral / active EE | $732 | $3,260-77.5% | $5,198-85.9% | $3,607-79.7% |
| Admin fee / account holder | $3,050 | $5,884-48.2% | $13,954-78.1% | $5,124-40.5% |