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 | $10,703 | $51,576-79.2% | $129,207-91.7% | $80,856-86.8% |
| Participation rate | 53.6% | 57.0%-3.4pp | 69.6%-16.0pp | 67.6%-14.1pp |
| Annual return | 2.23% | 20.81%-18.6pp | 9417.33%-9415.1pp | 35.59%-33.4pp |
| Employer contribution / active EE | $703 | $1,584-55.6% | $4,153-83.1% | $2,755-74.5% |
| Participant deferral / active EE | $710 | $2,669-73.4% | $4,168-83.0% | $4,296-83.5% |
| Admin fee / account holder | $27,241 | $4,305+532.8% | $7,715+253.1% | $6,918+293.8% |