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 | $32,109 | $64,324-50.1% | $118,925-73.0% | $79,858-59.8% |
| Participation rate | 29.5% | 64.9%-35.4pp | 75.4%-45.9pp | 69.6%-40.1pp |
| Annual return | 5.50% | 86.45%-80.9pp | 35.88%-30.4pp | 31.71%-26.2pp |
| Employer contribution / active EE | $652 | $1,836-64.5% | $3,263-80.0% | $2,471-73.6% |
| Participant deferral / active EE | $994 | $2,824-64.8% | $4,265-76.7% | $3,740-73.4% |
| Admin fee / account holder | $15,543 | $4,040+284.7% | $6,581+136.2% | $5,306+192.9% |