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 | $64,958 | $58,828+10.4% | $77,999-16.7% | $62,891+3.3% |
| Participation rate | 20.7% | 71.1%-50.4pp | 75.5%-54.8pp | 69.3%-48.6pp |
| Annual return | -2.08% | 17.16%-19.2pp | 425.96%-428.0pp | 20.14%-22.2pp |
| Employer contribution / active EE | $301 | $1,672-82.0% | $2,470-87.8% | $2,281-86.8% |
| Participant deferral / active EE | $546 | $2,686-79.7% | $3,497-84.4% | $3,203-83.0% |
| Admin fee / account holder | $6,720 | $4,393+53.0% | $5,480+22.6% | $4,296+56.4% |