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 | $37,946 | $65,395-42.0% | $182,532-79.2% | $72,985-48.0% |
| Participation rate | 29.8% | 65.4%-35.7pp | 78.0%-48.2pp | 69.5%-39.7pp |
| Annual return | 17.42% | 27.68%-10.3pp | 148.54%-131.1pp | 81.00%-63.6pp |
| Employer contribution / active EE | $522 | $1,911-72.7% | $4,076-87.2% | $2,440-78.6% |
| Participant deferral / active EE | $672 | $3,563-81.1% | $5,524-87.8% | $3,607-81.4% |
| Admin fee / account holder | $734 | $4,245-82.7% | $8,592-91.5% | $5,124-85.7% |