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 | $42,972 | $85,202-49.6% | $172,739-75.1% | $72,985-41.1% |
| Participation rate | 36.6% | 70.1%-33.5pp | 82.6%-46.1pp | 69.5%-32.9pp |
| Annual return | 6.96% | 27.32%-20.4pp | 802.84%-795.9pp | 81.00%-74.0pp |
| Employer contribution / active EE | $729 | $3,324-78.1% | $5,143-85.8% | $2,440-70.1% |
| Participant deferral / active EE | $541 | $3,260-83.4% | $5,198-89.6% | $3,607-85.0% |
| Admin fee / account holder | $3,171 | $5,884-46.1% | $13,954-77.3% | $5,124-38.1% |