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 | $10,737 | $77,899-86.2% | $149,673-92.8% | $75,163-85.7% |
| Participation rate | 34.9% | 65.6%-30.7pp | 78.8%-43.9pp | 67.2%-32.3pp |
| Annual return | 10.69% | 31.72%-21.0pp | 134.42%-123.7pp | 160.62%-149.9pp |
| Employer contribution / active EE | $428 | $3,137-86.3% | $4,818-91.1% | $2,670-84.0% |
| Participant deferral / active EE | $749 | $3,411-78.1% | $5,680-86.8% | $4,125-81.9% |
| Admin fee / account holder | $1,756 | $5,956-70.5% | $13,210-86.7% | $5,651-68.9% |