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 | $30,900 | $117,841-73.8% | $102,423-69.8% | $145,922-78.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 4.00% | 31.65%-27.6pp | 29.32%-25.3pp | 561.29%-557.3pp |
| Employer contribution / active EE | $1,261 | $3,615-65.1% | $3,023-58.3% | $4,660-72.9% |
| Participant deferral / active EE | $1,577 | $5,731-72.5% | $5,053-68.8% | $6,688-76.4% |
| Admin fee / account holder | $14,317 | $13,326+7.4% | $9,451+51.5% | $13,397+6.9% |