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 | $23,944 | $79,449-69.9% | $189,557-87.4% | $85,850-72.1% |
| Participation rate | 60.0% | 66.0%-6.0pp | 78.4%-18.4pp | 69.3%-9.3pp |
| Annual return | 11.57% | 18.45%-6.9pp | 64.17%-52.6pp | 318.53%-307.0pp |
| Employer contribution / active EE | $734 | $2,081-64.7% | $4,412-83.4% | $2,565-71.4% |
| Participant deferral / active EE | $1,071 | $4,051-73.6% | $6,174-82.6% | $3,952-72.9% |
| Admin fee / account holder | $1,278 | $5,377-76.2% | $9,807-87.0% | $6,260-79.6% |