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 | $18,240 | $54,762-66.7% | $90,281-79.8% | $72,985-75.0% |
| Participation rate | 35.3% | 65.1%-29.9pp | 73.3%-38.0pp | 69.5%-34.2pp |
| Annual return | 15.19% | 30.63%-15.4pp | 78.10%-62.9pp | 81.00%-65.8pp |
| Employer contribution / active EE | $354 | $2,092-83.1% | $2,854-87.6% | $2,440-85.5% |
| Participant deferral / active EE | $694 | $2,887-76.0% | $3,885-82.1% | $3,607-80.8% |
| Admin fee / account holder | $2,821 | $3,972-29.0% | $5,351-47.3% | $5,124-45.0% |