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 | $21,106 | $85,202-75.2% | $172,739-87.8% | $72,985-71.1% |
| Participation rate | 63.6% | 70.1%-6.4pp | 82.6%-19.0pp | 69.5%-5.8pp |
| Annual return | 6.56% | 27.32%-20.8pp | 802.84%-796.3pp | 81.00%-74.4pp |
| Employer contribution / active EE | $532 | $3,324-84.0% | $5,143-89.7% | $2,440-78.2% |
| Participant deferral / active EE | $777 | $3,260-76.2% | $5,198-85.0% | $3,607-78.4% |
| Admin fee / account holder | $791 | $5,884-86.6% | $13,954-94.3% | $5,124-84.6% |