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 | $29,257 | $54,541-46.4% | $78,778-62.9% | $70,131-58.3% |
| Participation rate | 52.0% | 60.8%-8.8pp | 69.2%-17.2pp | 69.5%-17.5pp |
| Annual return | 3.73% | 21.07%-17.3pp | 35.62%-31.9pp | 73.14%-69.4pp |
| Employer contribution / active EE | $284 | $1,089-73.9% | $1,986-85.7% | $2,342-87.9% |
| Participant deferral / active EE | $945 | $2,210-57.3% | $2,958-68.1% | $3,332-71.6% |
| Admin fee / account holder | $2,045 | $3,709-44.9% | $5,134-60.2% | $4,645-56.0% |