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 | $30,944 | $80,968-61.8% | $96,544-67.9% | $75,163-58.8% |
| Participation rate | 42.4% | 71.8%-29.4pp | 76.0%-33.6pp | 67.2%-24.8pp |
| Annual return | 10.17% | 27.06%-16.9pp | 25.84%-15.7pp | 160.62%-150.5pp |
| Employer contribution / active EE | $674 | $2,282-70.4% | $2,965-77.3% | $2,670-74.7% |
| Participant deferral / active EE | $1,415 | $3,928-64.0% | $4,851-70.8% | $4,125-65.7% |
| Admin fee / account holder | $5,232 | $6,724-22.2% | $8,252-36.6% | $5,651-7.4% |