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 | $55,981 | $63,355-11.6% | $91,989-39.1% | $72,985-23.3% |
| Participation rate | 67.4% | 72.5%-5.1pp | 78.6%-11.2pp | 69.5%-2.0pp |
| Annual return | 3.24% | 35.35%-32.1pp | 69.02%-65.8pp | 81.00%-77.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,193 | $4,883-75.6% | $5,923-79.9% | $3,607-66.9% |
| Admin fee / account holder | $2,172 | $4,668-53.5% | $7,743-71.9% | $5,124-57.6% |