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 | $30,423 | $77,899-60.9% | $149,673-79.7% | $75,163-59.5% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 11.59% | 31.72%-20.1pp | 134.42%-122.8pp | 160.62%-149.0pp |
| Employer contribution / active EE | $477 | $3,137-84.8% | $4,818-90.1% | $2,670-82.1% |
| Participant deferral / active EE | $692 | $3,411-79.7% | $5,680-87.8% | $4,125-83.2% |
| Admin fee / account holder | $3,498 | $5,956-41.3% | $13,210-73.5% | $5,651-38.1% |