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 | $14,921 | $61,272-75.6% | $149,673-90.0% | $71,457-79.1% |
| Participation rate | 50.0% | 62.5%-12.5pp | 78.8%-28.8pp | 67.9%-17.9pp |
| Annual return | 10.07% | 35.85%-25.8pp | 134.42%-124.3pp | 28.85%-18.8pp |
| Employer contribution / active EE | $2,315 | $2,378-2.7% | $4,818-52.0% | $2,588-10.5% |
| Participant deferral / active EE | $728 | $2,917-75.0% | $5,680-87.2% | $4,289-83.0% |
| Admin fee / account holder | $2,238 | $1,261+77.4% | $13,210-83.1% | $1,587+41.0% |