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 | $30,338 | $72,277-58.0% | $101,248-70.0% | $79,858-62.0% |
| Participation rate | 53.2% | 68.5%-15.2pp | 75.8%-22.6pp | 69.6%-16.4pp |
| Annual return | 6.77% | 22.30%-15.5pp | 46.47%-39.7pp | 31.71%-24.9pp |
| Employer contribution / active EE | $776 | $2,692-71.2% | $3,660-78.8% | $2,471-68.6% |
| Participant deferral / active EE | $1,115 | $3,282-66.0% | $4,370-74.5% | $3,740-70.2% |
| Admin fee / account holder | $3,486 | $4,400-20.8% | $5,945-41.4% | $5,306-34.3% |