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 7-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 | $12,544 | $81,233-84.6% | $155,567-91.9% | $80,874-84.5% |
| Participation rate | 23.0% | 66.2%-43.3pp | 78.2%-55.2pp | 67.6%-44.7pp |
| Annual return | 9.64% | 33.33%-23.7pp | 64.74%-55.1pp | 35.62%-26.0pp |
| Employer contribution / active EE | $603 | $3,101-80.6% | $4,674-87.1% | $2,756-78.1% |
| Participant deferral / active EE | $808 | $3,452-76.6% | $5,628-85.6% | $4,297-81.2% |
| Admin fee / account holder | $3,599 | $7,998-55.0% | $15,916-77.4% | $6,935-48.1% |