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 | $25,892 | $45,073-42.6% | $69,455-62.7% | $72,985-64.5% |
| Participation rate | 65.3% | 68.5%-3.2pp | 74.6%-9.3pp | 69.5%-4.2pp |
| Annual return | 4.41% | 22.65%-18.2pp | 28.97%-24.6pp | 81.00%-76.6pp |
| Employer contribution / active EE | $644 | $2,054-68.7% | $2,779-76.8% | $2,440-73.6% |
| Participant deferral / active EE | $258 | $2,602-90.1% | $3,535-92.7% | $3,607-92.8% |
| Admin fee / account holder | $1,897 | $3,056-37.9% | $3,839-50.6% | $5,124-63.0% |