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 | $31,114 | $80,673-61.4% | $101,326-69.3% | $84,808-63.3% |
| Participation rate | 44.0% | 77.8%-33.8pp | 81.5%-37.5pp | 68.3%-24.3pp |
| Annual return | 14.31% | 38.95%-24.6pp | 36.82%-22.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $403 | $2,698-85.1% | $3,665-89.0% | $2,631-84.7% |
| Participant deferral / active EE | $1,376 | $6,840-79.9% | $7,994-82.8% | $4,212-67.3% |
| Admin fee / account holder | $325 | $12,784-97.5% | $11,185-97.1% | $7,344-95.6% |