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 | $24,970 | $76,367-67.3% | $93,606-73.3% | $72,985-65.8% |
| Participation rate | 33.3% | 71.7%-38.4pp | 75.8%-42.5pp | 69.5%-36.2pp |
| Annual return | 3.30% | 25.82%-22.5pp | 32.76%-29.5pp | 81.00%-77.7pp |
| Employer contribution / active EE | $740 | $2,275-67.5% | $2,718-72.8% | $2,440-69.7% |
| Participant deferral / active EE | $766 | $3,538-78.4% | $4,069-81.2% | $3,607-78.8% |
| Admin fee / account holder | $1,191 | $6,838-82.6% | $7,888-84.9% | $5,124-76.8% |