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 | $19,366 | $65,395-70.4% | $182,532-89.4% | $72,985-73.5% |
| Participation rate | 22.0% | 65.4%-43.5pp | 78.0%-56.0pp | 69.5%-47.5pp |
| Annual return | 13.48% | 27.68%-14.2pp | 148.54%-135.1pp | 81.00%-67.5pp |
| Employer contribution / active EE | $480 | $1,911-74.9% | $4,076-88.2% | $2,440-80.3% |
| Participant deferral / active EE | $657 | $3,563-81.6% | $5,524-88.1% | $3,607-81.8% |
| Admin fee / account holder | $2,779 | $4,245-34.5% | $8,592-67.7% | $5,124-45.8% |