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 | $22,572 | $76,552-70.5% | $123,892-81.8% | $62,891-64.1% |
| Participation rate | 26.7% | 73.0%-46.3pp | 81.4%-54.7pp | 69.3%-42.6pp |
| Annual return | 5.52% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,587 | $2,883-10.2% | $4,617-44.0% | $2,281+13.4% |
| Participant deferral / active EE | $1,300 | $4,840-73.1% | $5,984-78.3% | $3,203-59.4% |
| Admin fee / account holder | $470 | $4,826-90.3% | $8,357-94.4% | $4,296-89.1% |