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 | $45,312 | $63,355-28.5% | $91,989-50.7% | $72,985-37.9% |
| Participation rate | 50.0% | 72.5%-22.5pp | 78.6%-28.6pp | 69.5%-19.5pp |
| Annual return | 18.80% | 35.35%-16.5pp | 69.02%-50.2pp | 81.00%-62.2pp |
| Employer contribution / active EE | $751 | $2,116-64.5% | $3,452-78.3% | $2,440-69.2% |
| Participant deferral / active EE | $1,181 | $4,883-75.8% | $5,923-80.1% | $3,607-67.3% |
| Admin fee / account holder | $570 | $4,668-87.8% | $7,743-92.6% | $5,124-88.9% |