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 | $30,438 | $81,460-62.6% | $103,333-70.5% | $80,856-62.4% |
| Participation rate | 11.1% | 66.8%-55.7pp | 74.5%-63.4pp | 67.6%-56.5pp |
| Annual return | 9.60% | 25.55%-15.9pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,783 | $3,105-42.6% | $3,868-53.9% | $2,755-35.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $776 | $6,566-88.2% | $8,355-90.7% | $6,918-88.8% |