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 | $25,510 | $74,927-66.0% | $101,794-74.9% | $84,808-69.9% |
| Participation rate | 44.1% | 61.4%-17.3pp | 69.2%-25.1pp | 68.3%-24.2pp |
| Annual return | 10.34% | 18.70%-8.4pp | 30.53%-20.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $356 | $1,522-76.6% | $2,289-84.4% | $2,631-86.5% |
| Participant deferral / active EE | $1,137 | $3,099-63.3% | $4,084-72.2% | $4,212-73.0% |
| Admin fee / account holder | $12,483 | $6,514+91.6% | $8,777+42.2% | $7,344+70.0% |