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 | $14,213 | $106,584-86.7% | $101,326-86.0% | $142,382-90.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 9.35% | 36.93%-27.6pp | 36.82%-27.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,220 | $3,956-69.2% | $3,665-66.7% | $4,299-71.6% |
| Participant deferral / active EE | $2,110 | $8,297-74.6% | $7,994-73.6% | $6,507-67.6% |
| Admin fee / account holder | $5,768 | $11,446-49.6% | $11,185-48.4% | $12,624-54.3% |