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 | $34,462 | $80,717-57.3% | $154,803-77.7% | $84,808-59.4% |
| Participation rate | 37.5% | 66.8%-29.3pp | 78.1%-40.6pp | 68.3%-30.8pp |
| Annual return | 7.97% | 37.96%-30.0pp | 58.88%-50.9pp | 40.90%-32.9pp |
| Employer contribution / active EE | $348 | $2,761-87.4% | $4,305-91.9% | $2,631-86.8% |
| Participant deferral / active EE | $367 | $3,303-88.9% | $5,540-93.4% | $4,212-91.3% |
| Admin fee / account holder | $4,686 | $6,746-30.5% | $14,329-67.3% | $7,344-36.2% |