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 | $32,185 | $80,717-60.1% | $154,803-79.2% | $84,808-62.0% |
| Participation rate | 23.5% | 66.8%-43.3pp | 78.1%-54.5pp | 68.3%-44.8pp |
| Annual return | 9.13% | 37.96%-28.8pp | 58.88%-49.8pp | 40.90%-31.8pp |
| Employer contribution / active EE | $436 | $2,761-84.2% | $4,305-89.9% | $2,631-83.4% |
| Participant deferral / active EE | $568 | $3,303-82.8% | $5,540-89.7% | $4,212-86.5% |
| Admin fee / account holder | $4,183 | $6,746-38.0% | $14,329-70.8% | $7,344-43.0% |