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 | $50,161 | $90,503-44.6% | $78,689-36.3% | $273,961-81.7% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 1.48% | 75.60%-74.1pp | 62.18%-60.7pp | 41.45%-40.0pp |
| Employer contribution / active EE | $414 | $3,176-87.0% | $2,851-85.5% | $4,869-91.5% |
| Participant deferral / active EE | $445 | $3,901-88.6% | $3,517-87.3% | $5,287-91.6% |
| Admin fee / account holder | $370 | $5,263-93.0% | $4,510-91.8% | $10,132-96.3% |