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 6-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 | $7,969 | $57,590-86.2% | $86,233-90.8% | $82,448-90.3% |
| Participation rate | 43.6% | 57.9%-14.3pp | 69.0%-25.4pp | 68.1%-24.5pp |
| Annual return | 10.50% | 22.41%-11.9pp | 61.39%-50.9pp | 41.64%-31.1pp |
| Employer contribution / active EE | $386 | $1,655-76.7% | $2,504-84.6% | $2,551-84.9% |
| Participant deferral / active EE | $678 | $3,080-78.0% | $4,559-85.1% | $4,139-83.6% |
| Admin fee / account holder | $1,250 | $4,730-73.6% | $8,342-85.0% | $7,234-82.7% |