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 | $77,868 | $96,484-19.3% | $156,263-50.2% | $74,304+4.8% |
| Participation rate | 50.5% | 67.7%-17.2pp | 78.9%-28.4pp | 60.3%-9.9pp |
| Annual return | 12.38% | 17.73%-5.4pp | 59.47%-47.1pp | 29.43%-17.1pp |
| Employer contribution / active EE | $955 | $2,528-62.2% | $4,333-78.0% | $2,241-57.4% |
| Participant deferral / active EE | $1,954 | $4,286-54.4% | $6,158-68.3% | $3,767-48.1% |
| Admin fee / account holder | $17,398 | $3,728+366.7% | $14,255+22.0% | $2,969+486.0% |