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 | $39,646 | $98,750-59.9% | $149,696-73.5% | $79,858-50.4% |
| Participation rate | 44.4% | 75.8%-31.3pp | 82.5%-38.0pp | 69.6%-25.2pp |
| Annual return | 8.03% | 27.43%-19.4pp | 276.60%-268.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $624 | $3,216-80.6% | $4,644-86.6% | $2,471-74.8% |
| Participant deferral / active EE | $1,877 | $5,680-67.0% | $6,842-72.6% | $3,740-49.8% |
| Admin fee / account holder | $12,533 | $6,053+107.1% | $9,309+34.6% | $5,306+136.2% |