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 | $33,159 | $58,851-43.7% | $115,157-71.2% | $72,985-54.6% |
| Participation rate | 46.3% | 65.5%-19.2pp | 75.9%-29.6pp | 69.5%-23.1pp |
| Annual return | 14.62% | 23.16%-8.5pp | 35.60%-21.0pp | 81.00%-66.4pp |
| Employer contribution / active EE | $824 | $1,798-54.2% | $3,179-74.1% | $2,440-66.2% |
| Participant deferral / active EE | $978 | $2,643-63.0% | $4,168-76.5% | $3,607-72.9% |
| Admin fee / account holder | $17,913 | $6,370+181.2% | $7,088+152.7% | $5,124+249.6% |