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 | $29,977 | $77,899-61.5% | $149,673-80.0% | $75,163-60.1% |
| Participation rate | 62.7% | 65.6%-2.9pp | 78.8%-16.1pp | 67.2%-4.5pp |
| Annual return | 12.10% | 31.72%-19.6pp | 134.42%-122.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $391 | $3,137-87.5% | $4,818-91.9% | $2,670-85.3% |
| Participant deferral / active EE | $518 | $3,411-84.8% | $5,680-90.9% | $4,125-87.4% |
| Admin fee / account holder | $6,971 | $5,956+17.0% | $13,210-47.2% | $5,651+23.4% |