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 | $33,807 | $76,552-55.8% | $123,892-72.7% | $62,891-46.2% |
| Participation rate | 54.5% | 73.0%-18.4pp | 81.4%-26.9pp | 69.3%-14.8pp |
| Annual return | -1.49% | 18.68%-20.2pp | 47.52%-49.0pp | 20.14%-21.6pp |
| Employer contribution / active EE | $760 | $2,883-73.6% | $4,617-83.5% | $2,281-66.7% |
| Participant deferral / active EE | $952 | $4,840-80.3% | $5,984-84.1% | $3,203-70.3% |
| Admin fee / account holder | $659 | $4,826-86.3% | $8,357-92.1% | $4,296-84.7% |