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 | $15,516 | $84,233-81.6% | $170,442-90.9% | $70,131-77.9% |
| Participation rate | 42.9% | 70.8%-28.0pp | 83.6%-40.7pp | 69.5%-26.7pp |
| Annual return | 7.32% | 23.06%-15.7pp | 205.93%-198.6pp | 73.14%-65.8pp |
| Employer contribution / active EE | $529 | $3,387-84.4% | $5,433-90.3% | $2,342-77.4% |
| Participant deferral / active EE | $605 | $3,086-80.4% | $4,939-87.8% | $3,332-81.9% |
| Admin fee / account holder | $3,186 | $5,698-44.1% | $13,880-77.0% | $4,645-31.4% |