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 | $49,640 | $138,347-64.1% | $184,203-73.1% | $80,856-38.6% |
| Participation rate | 64.0% | 83.9%-19.9pp | 86.8%-22.8pp | 67.6%-3.6pp |
| Annual return | 8.54% | 20.02%-11.5pp | 28.81%-20.3pp | 35.59%-27.0pp |
| Employer contribution / active EE | $2,880 | $4,850-40.6% | $6,427-55.2% | $2,755+4.5% |
| Participant deferral / active EE | $232 | $7,071-96.7% | $9,131-97.5% | $4,296-94.6% |
| Admin fee / account holder | $967 | $10,483-90.8% | $13,901-93.0% | $6,918-86.0% |