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 | $46,330 | $93,571-50.5% | $135,903-65.9% | $75,163-38.4% |
| Participation rate | 60.7% | 75.2%-14.5pp | 81.9%-21.2pp | 67.2%-6.5pp |
| Annual return | 10.31% | 30.90%-20.6pp | 68.23%-57.9pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,389 | $3,537-60.7% | $4,856-71.4% | $2,670-48.0% |
| Participant deferral / active EE | $2,024 | $6,404-68.4% | $7,758-73.9% | $4,125-50.9% |
| Admin fee / account holder | $15,415 | $6,975+121.0% | $10,762+43.2% | $5,651+172.8% |