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 | $29,921 | $77,634-61.5% | $156,549-80.9% | $62,891-52.4% |
| Participation rate | 47.8% | 71.2%-23.4pp | 84.0%-36.2pp | 69.3%-21.5pp |
| Annual return | 0.22% | 50.32%-50.1pp | 32.23%-32.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $1,389 | $3,444-59.7% | $5,501-74.7% | $2,281-39.1% |
| Participant deferral / active EE | $480 | $3,045-84.3% | $4,871-90.2% | $3,203-85.0% |
| Admin fee / account holder | $2,466 | $5,561-55.7% | $13,027-81.1% | $4,296-42.6% |