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 | $23,010 | $58,512-60.7% | $84,015-72.6% | $72,985-68.5% |
| Participation rate | 65.4% | 61.2%+4.2pp | 69.0%-3.6pp | 69.5%-4.1pp |
| Annual return | 14.12% | 28.93%-14.8pp | 71.31%-57.2pp | 81.00%-66.9pp |
| Employer contribution / active EE | $921 | $1,163-20.8% | $1,983-53.6% | $2,440-62.3% |
| Participant deferral / active EE | $992 | $2,394-58.6% | $3,239-69.4% | $3,607-72.5% |
| Admin fee / account holder | $2,576 | $4,569-43.6% | $6,101-57.8% | $5,124-49.7% |