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 | $17,566 | $54,762-67.9% | $90,281-80.5% | $72,985-75.9% |
| Participation rate | 54.2% | 65.1%-10.9pp | 73.3%-19.0pp | 69.5%-15.2pp |
| Annual return | -1.30% | 30.63%-31.9pp | 78.10%-79.4pp | 81.00%-82.3pp |
| Employer contribution / active EE | $845 | $2,092-59.6% | $2,854-70.4% | $2,440-65.3% |
| Participant deferral / active EE | $769 | $2,887-73.4% | $3,885-80.2% | $3,607-78.7% |
| Admin fee / account holder | $6,682 | $3,972+68.2% | $5,351+24.9% | $5,124+30.4% |