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 | $76,407-57.9% | $150,298-78.6% | $82,448-61.0% |
| Participation rate | 23.5% | 66.4%-42.9pp | 77.8%-54.2pp | 68.1%-44.5pp |
| Annual return | 9.13% | 39.99%-30.9pp | 62.79%-53.7pp | 41.64%-32.5pp |
| Employer contribution / active EE | $436 | $2,614-83.3% | $4,154-89.5% | $2,551-82.9% |
| Participant deferral / active EE | $568 | $3,214-82.3% | $5,453-89.6% | $4,139-86.3% |
| Admin fee / account holder | $4,183 | $6,352-34.2% | $14,116-70.4% | $7,234-42.2% |