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 | $41,984 | $93,182-54.9% | $146,665-71.4% | $79,386-47.1% |
| Participation rate | 42.2% | 76.4%-34.3pp | 80.1%-37.9pp | 70.7%-28.5pp |
| Annual return | 7.77% | 21.61%-13.8pp | 22.74%-15.0pp | 116.85%-109.1pp |
| Employer contribution / active EE | $854 | $2,420-64.7% | $4,136-79.4% | $2,427-64.8% |
| Participant deferral / active EE | $1,946 | $4,169-53.3% | $5,506-64.6% | $4,046-51.9% |
| Admin fee / account holder | $3,762 | $585+543.1% | $10,280-63.4% | $626+500.6% |