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 | $31,832 | $61,605-48.3% | $112,229-71.6% | $75,163-57.6% |
| Participation rate | 65.8% | 61.7%+4.1pp | 72.4%-6.6pp | 67.2%-1.4pp |
| Annual return | 11.02% | 28.47%-17.4pp | 30.20%-19.2pp | 160.62%-149.6pp |
| Employer contribution / active EE | $2,632 | $2,015+30.6% | $3,430-23.3% | $2,670-1.4% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,798-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,265 | $4,862-74.0% | $7,748-83.7% | $5,651-77.6% |