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 | $46,598 | $80,673-42.2% | $101,326-54.0% | $84,808-45.1% |
| Participation rate | 48.5% | 77.8%-29.3pp | 81.5%-33.0pp | 68.3%-19.8pp |
| Annual return | 12.17% | 38.95%-26.8pp | 36.82%-24.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $105 | $2,698-96.1% | $3,665-97.1% | $2,631-96.0% |
| Participant deferral / active EE | $874 | $6,840-87.2% | $7,994-89.1% | $4,212-79.2% |
| Admin fee / account holder | $1,304 | $12,784-89.8% | $11,185-88.3% | $7,344-82.2% |