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 | $23,254 | $63,346-63.3% | $92,233-74.8% | $70,131-66.8% |
| Participation rate | 27.0% | 68.7%-41.6pp | 76.5%-49.5pp | 69.5%-42.5pp |
| Annual return | 8.07% | 530.12%-522.0pp | 176.28%-168.2pp | 73.14%-65.1pp |
| Employer contribution / active EE | $571 | $2,471-76.9% | $3,679-84.5% | $2,342-75.6% |
| Participant deferral / active EE | $1,067 | $2,854-62.6% | $3,897-72.6% | $3,332-68.0% |
| Admin fee / account holder | $13,596 | $3,840+254.0% | $5,194+161.8% | $4,645+192.7% |