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 | $24,819 | $80,717-69.3% | $154,803-84.0% | $84,808-70.7% |
| Participation rate | 20.5% | 66.8%-46.4pp | 78.1%-57.6pp | 68.3%-47.9pp |
| Annual return | 9.66% | 37.96%-28.3pp | 58.88%-49.2pp | 40.90%-31.2pp |
| Employer contribution / active EE | $354 | $2,761-87.2% | $4,305-91.8% | $2,631-86.6% |
| Participant deferral / active EE | $518 | $3,303-84.3% | $5,540-90.6% | $4,212-87.7% |
| Admin fee / account holder | $655 | $6,746-90.3% | $14,329-95.4% | $7,344-91.1% |