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 | $38,858 | $51,315-24.3% | $95,745-59.4% | $71,457-45.6% |
| Participation rate | 26.5% | 63.0%-36.6pp | 72.3%-45.8pp | 67.9%-41.5pp |
| Annual return | 11.81% | 25.26%-13.5pp | 28.35%-16.5pp | 28.85%-17.0pp |
| Employer contribution / active EE | $479 | $1,819-73.7% | $2,835-83.1% | $2,588-81.5% |
| Participant deferral / active EE | $857 | $3,358-74.5% | $4,245-79.8% | $4,289-80.0% |
| Admin fee / account holder | $1,244 | $1,137+9.4% | $5,678-78.1% | $1,587-21.6% |