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 | $19,802 | $63,346-68.7% | $92,233-78.5% | $70,131-71.8% |
| Participation rate | 55.9% | 68.7%-12.8pp | 76.5%-20.6pp | 69.5%-13.7pp |
| Annual return | 8.74% | 530.12%-521.4pp | 176.28%-167.5pp | 73.14%-64.4pp |
| Employer contribution / active EE | $610 | $2,471-75.3% | $3,679-83.4% | $2,342-73.9% |
| Participant deferral / active EE | $813 | $2,854-71.5% | $3,897-79.1% | $3,332-75.6% |
| Admin fee / account holder | $3,348 | $3,840-12.8% | $5,194-35.5% | $4,645-27.9% |