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 | $28,719 | $104,974-72.6% | $95,585-70.0% | $142,382-79.8% |
| Participation rate | 42.9% | 75.0%-32.1pp | 72.1%-29.2pp | 80.1%-37.3pp |
| Annual return | 2.53% | 210.33%-207.8pp | 38.56%-36.0pp | 217.08%-214.5pp |
| Employer contribution / active EE | $1,625 | $2,779-41.5% | $2,527-35.7% | $4,299-62.2% |
| Participant deferral / active EE | $303 | $4,352-93.0% | $4,023-92.5% | $6,507-95.3% |
| Admin fee / account holder | $3,005 | $6,386-52.9% | $6,127-51.0% | $12,624-76.2% |