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 | $30,717 | $81,208-62.2% | $98,907-68.9% | $79,858-61.5% |
| Participation rate | 28.2% | 72.5%-44.3pp | 76.0%-47.8pp | 69.6%-41.4pp |
| Annual return | 3.31% | 60.99%-57.7pp | 196.43%-193.1pp | 31.71%-28.4pp |
| Employer contribution / active EE | $572 | $1,960-70.8% | $2,689-78.7% | $2,471-76.8% |
| Participant deferral / active EE | $597 | $3,265-81.7% | $4,244-85.9% | $3,740-84.0% |
| Admin fee / account holder | $1,032 | $6,013-82.8% | $6,642-84.5% | $5,306-80.6% |