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 | $34,437 | $78,926-56.4% | $136,749-74.8% | $84,808-59.4% |
| Participation rate | 41.7% | 62.2%-20.5pp | 72.1%-30.5pp | 68.3%-26.6pp |
| Annual return | 10.79% | 18.17%-7.4pp | 24.33%-13.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $858 | $2,134-59.8% | $3,400-74.8% | $2,631-67.4% |
| Participant deferral / active EE | $993 | $3,168-68.6% | $4,692-78.8% | $4,212-76.4% |
| Admin fee / account holder | $6,010 | $6,369-5.6% | $11,386-47.2% | $7,344-18.2% |