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 | $73,764 | $105,181-29.9% | $159,436-53.7% | $85,850-14.1% |
| Participation rate | 43.6% | 75.8%-32.2pp | 82.8%-39.2pp | 69.3%-25.7pp |
| Annual return | 6.40% | 45.07%-38.7pp | 263.57%-257.2pp | 318.53%-312.1pp |
| Employer contribution / active EE | $641 | $3,318-80.7% | $4,829-86.7% | $2,565-75.0% |
| Participant deferral / active EE | $2,047 | $5,945-65.6% | $7,352-72.2% | $3,952-48.2% |
| Admin fee / account holder | $53,117 | $6,933+666.1% | $10,799+391.9% | $6,260+748.5% |