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 | $18,863 | $81,248-76.8% | $155,509-87.9% | $80,856-76.7% |
| Participation rate | 45.8% | 66.2%-20.4pp | 78.2%-32.4pp | 67.6%-21.8pp |
| Annual return | 6.97% | 33.31%-26.3pp | 64.67%-57.7pp | 35.59%-28.6pp |
| Employer contribution / active EE | $691 | $3,100-77.7% | $4,672-85.2% | $2,755-74.9% |
| Participant deferral / active EE | $545 | $3,452-84.2% | $5,626-90.3% | $4,296-87.3% |
| Admin fee / account holder | $4,641 | $7,997-42.0% | $15,912-70.8% | $6,918-32.9% |