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 | $24,678 | $70,475-65.0% | $100,516-75.4% | $79,858-69.1% |
| Participation rate | 68.1% | 73.7%-5.6pp | 79.4%-11.3pp | 69.6%-1.6pp |
| Annual return | 11.58% | 21.90%-10.3pp | 30.89%-19.3pp | 31.71%-20.1pp |
| Employer contribution / active EE | $324 | $2,165-85.0% | $3,418-90.5% | $2,471-86.9% |
| Participant deferral / active EE | $1,271 | $5,181-75.5% | $6,270-79.7% | $3,740-66.0% |
| Admin fee / account holder | $1,470 | $4,478-67.2% | $8,081-81.8% | $5,306-72.3% |