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 | $35,735 | $85,202-58.1% | $172,739-79.3% | $72,985-51.0% |
| Participation rate | 30.0% | 70.1%-40.1pp | 82.6%-52.6pp | 69.5%-39.5pp |
| Annual return | 14.01% | 27.32%-13.3pp | 802.84%-788.8pp | 81.00%-67.0pp |
| Employer contribution / active EE | $499 | $3,324-85.0% | $5,143-90.3% | $2,440-79.6% |
| Participant deferral / active EE | $661 | $3,260-79.7% | $5,198-87.3% | $3,607-81.7% |
| Admin fee / account holder | $12,401 | $5,884+110.8% | $13,954-11.1% | $5,124+142.0% |