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 5-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 | $39,113 | $80,968-51.7% | $96,544-59.5% | $75,163-48.0% |
| Participation rate | 25.3% | 71.8%-46.4pp | 76.0%-50.6pp | 67.2%-41.9pp |
| Annual return | 10.28% | 27.06%-16.8pp | 25.84%-15.6pp | 160.62%-150.3pp |
| Employer contribution / active EE | $893 | $2,282-60.9% | $2,965-69.9% | $2,670-66.6% |
| Participant deferral / active EE | $1,651 | $3,928-58.0% | $4,851-66.0% | $4,125-60.0% |
| Admin fee / account holder | $14,721 | $6,724+118.9% | $8,252+78.4% | $5,651+160.5% |