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 | $21,805 | $54,762-60.2% | $90,281-75.8% | $72,985-70.1% |
| Participation rate | 50.9% | 65.1%-14.2pp | 73.3%-22.4pp | 69.5%-18.6pp |
| Annual return | 4.10% | 30.63%-26.5pp | 78.10%-74.0pp | 81.00%-76.9pp |
| Employer contribution / active EE | $756 | $2,092-63.9% | $2,854-73.5% | $2,440-69.0% |
| Participant deferral / active EE | $614 | $2,887-78.7% | $3,885-84.2% | $3,607-83.0% |
| Admin fee / account holder | $4,108 | $3,972+3.4% | $5,351-23.2% | $5,124-19.8% |