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 | $48,645 | $91,190-46.7% | $178,490-72.7% | $79,858-39.1% |
| Participation rate | 31.8% | 69.2%-37.4pp | 81.9%-50.1pp | 69.6%-37.8pp |
| Annual return | 6.84% | 24.19%-17.4pp | 151.07%-144.2pp | 31.71%-24.9pp |
| Employer contribution / active EE | $835 | $3,256-74.4% | $5,011-83.3% | $2,471-66.2% |
| Participant deferral / active EE | $460 | $3,236-85.8% | $5,202-91.2% | $3,740-87.7% |
| Admin fee / account holder | $7,378 | $6,751+9.3% | $13,984-47.2% | $5,306+39.0% |