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 | $55,979 | $78,705-28.9% | $117,854-52.5% | $70,131-20.2% |
| Participation rate | 52.2% | 73.2%-21.0pp | 79.7%-27.5pp | 69.5%-17.4pp |
| Annual return | 10.99% | 23.30%-12.3pp | 335.08%-324.1pp | 73.14%-62.1pp |
| Employer contribution / active EE | $657 | $2,223-70.5% | $3,786-82.7% | $2,342-72.0% |
| Participant deferral / active EE | $1,313 | $3,297-60.2% | $4,482-70.7% | $3,332-60.6% |
| Admin fee / account holder | $2,360 | $5,065-53.4% | $8,020-70.6% | $4,645-49.2% |