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 | $13,480 | $77,899-82.7% | $149,673-91.0% | $75,163-82.1% |
| Participation rate | 61.9% | 65.6%-3.7pp | 78.8%-16.9pp | 67.2%-5.3pp |
| Annual return | 6.26% | 31.72%-25.5pp | 134.42%-128.2pp | 160.62%-154.4pp |
| Employer contribution / active EE | $1,543 | $3,137-50.8% | $4,818-68.0% | $2,670-42.2% |
| Participant deferral / active EE | $585 | $3,411-82.9% | $5,680-89.7% | $4,125-85.8% |
| Admin fee / account holder | $477 | $5,956-92.0% | $13,210-96.4% | $5,651-91.6% |