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 | $13,201 | $76,407-82.7% | $150,298-91.2% | $82,448-84.0% |
| Participation rate | 16.9% | 66.4%-49.5pp | 77.8%-60.9pp | 68.1%-51.2pp |
| Annual return | 11.88% | 39.99%-28.1pp | 62.79%-50.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $324 | $2,614-87.6% | $4,154-92.2% | $2,551-87.3% |
| Participant deferral / active EE | $505 | $3,214-84.3% | $5,453-90.7% | $4,139-87.8% |
| Admin fee / account holder | $7,231 | $6,352+13.8% | $14,116-48.8% | $7,234-0.1% |