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 | $45,662 | $87,013-47.5% | $106,213-57.0% | $80,856-43.5% |
| Participation rate | 67.3% | 70.4%-3.1pp | 75.3%-8.0pp | 67.6%-0.3pp |
| Annual return | 7.21% | 17.05%-9.8pp | 116.14%-108.9pp | 35.59%-28.4pp |
| Employer contribution / active EE | $943 | $2,395-60.6% | $3,171-70.3% | $2,755-65.8% |
| Participant deferral / active EE | $1,264 | $3,986-68.3% | $5,016-74.8% | $4,296-70.6% |
| Admin fee / account holder | $18,775 | $8,431+122.7% | $11,033+70.2% | $6,918+171.4% |