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 | $19,277 | $77,899-75.3% | $149,673-87.1% | $75,163-74.4% |
| Participation rate | 57.4% | 65.6%-8.2pp | 78.8%-21.4pp | 67.2%-9.8pp |
| Annual return | 10.13% | 31.72%-21.6pp | 134.42%-124.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $647 | $3,137-79.4% | $4,818-86.6% | $2,670-75.7% |
| Participant deferral / active EE | $679 | $3,411-80.1% | $5,680-88.0% | $4,125-83.5% |
| Admin fee / account holder | $666 | $5,956-88.8% | $13,210-95.0% | $5,651-88.2% |