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 | $44,406 | $84,233-47.3% | $170,442-73.9% | $70,131-36.7% |
| Participation rate | 17.5% | 70.8%-53.3pp | 83.6%-66.1pp | 69.5%-52.0pp |
| Annual return | 8.99% | 23.06%-14.1pp | 205.93%-196.9pp | 73.14%-64.2pp |
| Employer contribution / active EE | $435 | $3,387-87.2% | $5,433-92.0% | $2,342-81.5% |
| Participant deferral / active EE | $492 | $3,086-84.1% | $4,939-90.0% | $3,332-85.2% |
| Admin fee / account holder | $1,510 | $5,698-73.5% | $13,880-89.1% | $4,645-67.5% |