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 | $25,699 | $70,428-63.5% | $96,562-73.4% | $85,850-70.1% |
| Participation rate | 30.4% | 61.8%-31.4pp | 69.8%-39.4pp | 69.3%-38.9pp |
| Annual return | 10.22% | 18.59%-8.4pp | 37.78%-27.6pp | 318.53%-308.3pp |
| Employer contribution / active EE | $454 | $1,413-67.9% | $2,356-80.7% | $2,565-82.3% |
| Participant deferral / active EE | $743 | $2,894-74.3% | $3,849-80.7% | $3,952-81.2% |
| Admin fee / account holder | $6,097 | $4,997+22.0% | $6,181-1.4% | $6,260-2.6% |