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 | $25,236 | $51,175-50.7% | $70,515-64.2% | $75,163-66.4% |
| Participation rate | 44.7% | 60.9%-16.2pp | 68.3%-23.6pp | 67.2%-22.5pp |
| Annual return | 13.33% | 30.02%-16.7pp | 32.77%-19.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $955 | $1,826-47.7% | $2,973-67.9% | $2,670-64.2% |
| Participant deferral / active EE | $154 | $2,849-94.6% | $4,567-96.6% | $4,125-96.3% |
| Admin fee / account holder | $380 | $4,091-90.7% | $6,412-94.1% | $5,651-93.3% |