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 | $36,312 | $46,869-22.5% | $122,332-70.3% | $70,131-48.2% |
| Participation rate | 22.0% | 58.2%-36.2pp | 71.6%-49.7pp | 69.5%-47.6pp |
| Annual return | 9.93% | 24.22%-14.3pp | 30.27%-20.3pp | 73.14%-63.2pp |
| Employer contribution / active EE | $289 | $1,288-77.6% | $4,050-92.9% | $2,342-87.7% |
| Participant deferral / active EE | $490 | $2,166-77.4% | $3,287-85.1% | $3,332-85.3% |
| Admin fee / account holder | $4,748 | $3,322+42.9% | $5,478-13.3% | $4,645+2.2% |