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 | $27,476 | $52,580-47.7% | $71,671-61.7% | $70,131-60.8% |
| Participation rate | 32.7% | 60.9%-28.2pp | 68.7%-36.1pp | 69.5%-36.8pp |
| Annual return | 9.62% | 20.25%-10.6pp | 20.65%-11.0pp | 73.14%-63.5pp |
| Employer contribution / active EE | $337 | $1,616-79.1% | $2,460-86.3% | $2,342-85.6% |
| Participant deferral / active EE | $769 | $2,386-67.8% | $3,438-77.6% | $3,332-76.9% |
| Admin fee / account holder | $1,700 | $3,653-53.5% | $5,558-69.4% | $4,645-63.4% |