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 | $39,949 | $78,422-49.1% | $95,952-58.4% | $79,858-50.0% |
| Participation rate | 53.3% | 73.5%-20.2pp | 77.1%-23.7pp | 69.6%-16.3pp |
| Annual return | 9.63% | 19.37%-9.7pp | 91.61%-82.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $550 | $1,945-71.7% | $2,541-78.3% | $2,471-77.7% |
| Participant deferral / active EE | $1,347 | $3,440-60.9% | $4,167-67.7% | $3,740-64.0% |
| Admin fee / account holder | $3,551 | $5,622-36.8% | $6,795-47.7% | $5,306-33.1% |