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 | $16,887 | $91,190-81.5% | $178,490-90.5% | $79,858-78.9% |
| Participation rate | 38.2% | 69.2%-31.0pp | 81.9%-43.7pp | 69.6%-31.5pp |
| Annual return | 3.48% | 24.19%-20.7pp | 151.07%-147.6pp | 31.71%-28.2pp |
| Employer contribution / active EE | $476 | $3,256-85.4% | $5,011-90.5% | $2,471-80.7% |
| Participant deferral / active EE | $501 | $3,236-84.5% | $5,202-90.4% | $3,740-86.6% |
| Admin fee / account holder | $1,301 | $6,751-80.7% | $13,984-90.7% | $5,306-75.5% |