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 | $27,334 | $65,041-58.0% | $90,951-69.9% | $79,858-65.8% |
| Participation rate | 35.9% | 61.6%-25.7pp | 69.0%-33.1pp | 69.6%-33.7pp |
| Annual return | 8.65% | 30.45%-21.8pp | 134.60%-126.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $581 | $1,247-53.4% | $2,122-72.6% | $2,471-76.5% |
| Participant deferral / active EE | $1,030 | $2,512-59.0% | $3,373-69.5% | $3,740-72.5% |
| Admin fee / account holder | $20,455 | $4,536+350.9% | $5,959+243.3% | $5,306+285.5% |