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 | $30,067 | $45,035-33.2% | $62,995-52.3% | $70,131-57.1% |
| Participation rate | 55.6% | 69.5%-14.0pp | 74.8%-19.3pp | 69.5%-14.0pp |
| Annual return | 10.19% | 18.76%-8.6pp | 87.57%-77.4pp | 73.14%-63.0pp |
| Employer contribution / active EE | $1,043 | $2,051-49.2% | $2,759-62.2% | $2,342-55.5% |
| Participant deferral / active EE | $700 | $2,465-71.6% | $3,329-79.0% | $3,332-79.0% |
| Admin fee / account holder | $4,231 | $2,834+49.3% | $3,600+17.5% | $4,645-8.9% |