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 | $21,729 | $58,726-63.0% | $92,233-76.4% | $62,292-65.1% |
| Participation rate | 60.7% | 68.3%-7.6pp | 76.5%-15.7pp | 69.5%-8.8pp |
| Annual return | 4.48% | 43.62%-39.1pp | 176.28%-171.8pp | 28.90%-24.4pp |
| Employer contribution / active EE | $802 | $2,392-66.5% | $3,679-78.2% | $2,042-60.7% |
| Participant deferral / active EE | $942 | $2,766-65.9% | $3,897-75.8% | $3,169-70.3% |
| Admin fee / account holder | $530 | $556-4.8% | $5,194-89.8% | $479+10.5% |