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 | $53,799 | $77,314-30.4% | $177,989-69.8% | $80,856-33.5% |
| Participation rate | 58.6% | 65.7%-7.1pp | 77.1%-18.5pp | 67.6%-9.0pp |
| Annual return | 5.51% | 18.09%-12.6pp | 294.48%-289.0pp | 35.59%-30.1pp |
| Employer contribution / active EE | $943 | $2,292-58.9% | $3,949-76.1% | $2,755-65.8% |
| Participant deferral / active EE | $1,097 | $4,411-75.1% | $6,276-82.5% | $4,296-74.5% |
| Admin fee / account holder | $631 | $7,191-91.2% | $10,363-93.9% | $6,918-90.9% |