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 | $45,837 | $58,512-21.7% | $84,015-45.4% | $72,985-37.2% |
| Participation rate | 42.1% | 61.2%-19.1pp | 69.0%-26.9pp | 69.5%-27.4pp |
| Annual return | 14.13% | 28.93%-14.8pp | 71.31%-57.2pp | 81.00%-66.9pp |
| Employer contribution / active EE | $402 | $1,163-65.4% | $1,983-79.7% | $2,440-83.5% |
| Participant deferral / active EE | $680 | $2,394-71.6% | $3,239-79.0% | $3,607-81.1% |
| Admin fee / account holder | $6,310 | $4,569+38.1% | $6,101+3.4% | $5,124+23.1% |