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 | $25,770 | $61,605-58.2% | $112,229-77.0% | $75,163-65.7% |
| Participation rate | 37.2% | 61.7%-24.5pp | 72.4%-35.2pp | 67.2%-30.0pp |
| Annual return | 8.53% | 28.47%-19.9pp | 30.20%-21.7pp | 160.62%-152.1pp |
| Employer contribution / active EE | $664 | $2,015-67.0% | $3,430-80.6% | $2,670-75.1% |
| Participant deferral / active EE | $774 | $3,108-75.1% | $4,798-83.9% | $4,125-81.2% |
| Admin fee / account holder | $11,459 | $4,862+135.7% | $7,748+47.9% | $5,651+102.8% |