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 | $38,805 | $77,503-49.9% | $100,391-61.3% | $80,856-52.0% |
| Participation rate | 45.2% | 76.9%-31.8pp | 81.5%-36.3pp | 67.6%-22.5pp |
| Annual return | 10.55% | 37.20%-26.7pp | 49.20%-38.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $945 | $2,801-66.3% | $3,942-76.0% | $2,755-65.7% |
| Participant deferral / active EE | $1,633 | $6,820-76.1% | $8,082-79.8% | $4,296-62.0% |
| Admin fee / account holder | $1,638 | $5,897-72.2% | $7,899-79.3% | $6,918-76.3% |