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 | $37,863 | $56,897-33.5% | $84,750-55.3% | $62,891-39.8% |
| Participation rate | 10.0% | 68.5%-58.5pp | 76.6%-66.6pp | 69.3%-59.3pp |
| Annual return | 3.43% | 6.30%-2.9pp | 22.78%-19.4pp | 20.14%-16.7pp |
| Employer contribution / active EE | $491 | $2,400-79.5% | $3,574-86.3% | $2,281-78.5% |
| Participant deferral / active EE | $686 | $2,709-74.7% | $3,712-81.5% | $3,203-78.6% |
| Admin fee / account holder | $18,550 | $3,581+418.0% | $5,332+247.9% | $4,296+331.8% |