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 | $33,058 | $81,233-59.3% | $155,567-78.8% | $80,874-59.1% |
| Participation rate | 53.1% | 66.2%-13.2pp | 78.2%-25.1pp | 67.6%-14.6pp |
| Annual return | 7.33% | 33.33%-26.0pp | 64.74%-57.4pp | 35.62%-28.3pp |
| Employer contribution / active EE | $814 | $3,101-73.8% | $4,674-82.6% | $2,756-70.5% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,271 | $7,998-34.1% | $15,916-66.9% | $6,935-24.0% |