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 | $20,684 | $80,717-74.4% | $154,803-86.6% | $84,808-75.6% |
| Participation rate | 35.1% | 66.8%-31.7pp | 78.1%-42.9pp | 68.3%-33.2pp |
| Annual return | 9.12% | 37.96%-28.8pp | 58.88%-49.8pp | 40.90%-31.8pp |
| Employer contribution / active EE | $584 | $2,761-78.9% | $4,305-86.4% | $2,631-77.8% |
| Participant deferral / active EE | $800 | $3,303-75.8% | $5,540-85.6% | $4,212-81.0% |
| Admin fee / account holder | $4,823 | $6,746-28.5% | $14,329-66.3% | $7,344-34.3% |