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 | $18,515 | $57,016-67.5% | $84,966-78.2% | $80,856-77.1% |
| Participation rate | 57.7% | 56.3%+1.3pp | 67.5%-9.8pp | 67.6%-9.9pp |
| Annual return | 10.28% | 21.66%-11.4pp | 66.38%-56.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $464 | $1,798-74.2% | $2,727-83.0% | $2,755-83.2% |
| Participant deferral / active EE | $103 | $3,110-96.7% | $4,519-97.7% | $4,296-97.6% |
| Admin fee / account holder | $3,377 | $4,980-32.2% | $6,149-45.1% | $6,918-51.2% |