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 | $29,246 | $86,891-66.3% | $142,449-79.5% | $75,163-61.1% |
| Participation rate | 41.3% | 68.5%-27.3pp | 76.8%-35.5pp | 67.2%-25.9pp |
| Annual return | 13.13% | 23.31%-10.2pp | 19.99%-6.9pp | 160.62%-147.5pp |
| Employer contribution / active EE | $992 | $3,355-70.4% | $4,847-79.5% | $2,670-62.9% |
| Participant deferral / active EE | $1,544 | $4,938-68.7% | $6,283-75.4% | $4,125-62.6% |
| Admin fee / account holder | $1,396 | $7,299-80.9% | $10,011-86.1% | $5,651-75.3% |