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 | $45,671 | $92,055-50.4% | $106,213-57.0% | $77,643-41.2% |
| Participation rate | 23.5% | 81.0%-57.6pp | 75.3%-51.8pp | 70.6%-47.1pp |
| Annual return | 11.29% | 17.91%-6.6pp | 116.14%-104.9pp | 31.24%-20.0pp |
| Employer contribution / active EE | $988 | $3,367-70.7% | $3,171-68.8% | $2,726-63.8% |
| Participant deferral / active EE | $1,659 | $5,386-69.2% | $5,016-66.9% | $4,647-64.3% |
| Admin fee / account holder | $1,444 | $219+559.1% | $11,033-86.9% | $430+235.4% |