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 | $32,055 | $68,547-53.2% | $120,354-73.4% | $80,856-60.4% |
| Participation rate | 32.0% | 61.6%-29.6pp | 71.9%-39.9pp | 67.6%-35.6pp |
| Annual return | 9.63% | 23.60%-14.0pp | 107.15%-97.5pp | 35.59%-26.0pp |
| Employer contribution / active EE | $707 | $2,051-65.5% | $3,463-79.6% | $2,755-74.3% |
| Participant deferral / active EE | $814 | $3,173-74.3% | $4,991-83.7% | $4,296-81.0% |
| Admin fee / account holder | $431 | $5,732-92.5% | $9,423-95.4% | $6,918-93.8% |