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 | $33,548 | $98,240-65.9% | $82,313-59.2% | $147,584-77.3% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 8.12% | 30.85%-22.7pp | 25.88%-17.8pp | 578.55%-570.4pp |
| Employer contribution / active EE | $1,308 | $3,192-59.0% | $2,428-46.1% | $4,876-73.2% |
| Participant deferral / active EE | $1,309 | $4,383-70.1% | $3,706-64.7% | $5,439-75.9% |
| Admin fee / account holder | $29,453 | $8,563+244.0% | $5,608+425.2% | $10,885+170.6% |