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 | $14,225 | $56,114-74.6% | $96,139-85.2% | $85,850-83.4% |
| Participation rate | 32.8% | 56.7%-23.9pp | 68.4%-35.6pp | 69.3%-36.5pp |
| Annual return | 9.25% | 42.30%-33.1pp | 191.94%-182.7pp | 318.53%-309.3pp |
| Employer contribution / active EE | $977 | $1,620-39.7% | $2,797-65.1% | $2,565-61.9% |
| Participant deferral / active EE | $490 | $2,859-82.9% | $4,349-88.7% | $3,952-87.6% |
| Admin fee / account holder | $2,941 | $3,768-21.9% | $5,537-46.9% | $6,260-53.0% |