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 | $37,677 | $81,460-53.7% | $103,333-63.5% | $80,856-53.4% |
| Participation rate | 60.0% | 66.8%-6.8pp | 74.5%-14.5pp | 67.6%-7.6pp |
| Annual return | 7.78% | 25.55%-17.8pp | 24.88%-17.1pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,038 | $3,105-66.6% | $3,868-73.2% | $2,755-62.3% |
| Participant deferral / active EE | $1,410 | $3,869-63.6% | $5,057-72.1% | $4,296-67.2% |
| Admin fee / account holder | $18,183 | $6,566+176.9% | $8,355+117.6% | $6,918+162.8% |