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 | $15,868 | $80,717-80.3% | $154,803-89.7% | $84,808-81.3% |
| Participation rate | 37.3% | 66.8%-29.5pp | 78.1%-40.8pp | 68.3%-31.0pp |
| Annual return | 9.48% | 37.96%-28.5pp | 58.88%-49.4pp | 40.90%-31.4pp |
| Employer contribution / active EE | $554 | $2,761-79.9% | $4,305-87.1% | $2,631-78.9% |
| Participant deferral / active EE | $275 | $3,303-91.7% | $5,540-95.0% | $4,212-93.5% |
| Admin fee / account holder | $3,355 | $6,746-50.3% | $14,329-76.6% | $7,344-54.3% |