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 | $34,462 | $76,407-54.9% | $150,298-77.1% | $82,448-58.2% |
| Participation rate | 37.5% | 66.4%-28.9pp | 77.8%-40.3pp | 68.1%-30.6pp |
| Annual return | 7.97% | 39.99%-32.0pp | 62.79%-54.8pp | 41.64%-33.7pp |
| Employer contribution / active EE | $348 | $2,614-86.7% | $4,154-91.6% | $2,551-86.4% |
| Participant deferral / active EE | $367 | $3,214-88.6% | $5,453-93.3% | $4,139-91.1% |
| Admin fee / account holder | $4,686 | $6,352-26.2% | $14,116-66.8% | $7,234-35.2% |