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 | $67,375 | $78,520-14.2% | $96,576-30.2% | $82,448-18.3% |
| Participation rate | 44.8% | 77.7%-32.9pp | 81.4%-36.6pp | 68.1%-23.2pp |
| Annual return | 13.78% | 41.30%-27.5pp | 38.47%-24.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $465 | $2,630-82.3% | $3,553-86.9% | $2,551-81.8% |
| Participant deferral / active EE | $643 | $6,754-90.5% | $7,956-91.9% | $4,139-84.5% |
| Admin fee / account holder | $1,987 | $13,455-85.2% | $11,381-82.5% | $7,234-72.5% |