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 | $40,094 | $63,346-36.7% | $92,233-56.5% | $70,131-42.8% |
| Participation rate | 48.1% | 68.7%-20.5pp | 76.5%-28.3pp | 69.5%-21.4pp |
| Annual return | 11.17% | 530.12%-518.9pp | 176.28%-165.1pp | 73.14%-62.0pp |
| Employer contribution / active EE | $605 | $2,471-75.5% | $3,679-83.6% | $2,342-74.2% |
| Participant deferral / active EE | $899 | $2,854-68.5% | $3,897-76.9% | $3,332-73.0% |
| Admin fee / account holder | $1,227 | $3,840-68.0% | $5,194-76.4% | $4,645-73.6% |