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 | $38,276 | $72,012-46.8% | $185,823-79.4% | $79,858-52.1% |
| Participation rate | 30.8% | 65.8%-35.0pp | 78.0%-47.3pp | 69.6%-38.9pp |
| Annual return | -6.82% | 23.12%-29.9pp | 35.95%-42.8pp | 31.71%-38.5pp |
| Employer contribution / active EE | $691 | $1,965-64.8% | $4,087-83.1% | $2,471-72.1% |
| Participant deferral / active EE | $790 | $3,779-79.1% | $5,632-86.0% | $3,740-78.9% |
| Admin fee / account holder | $2,808 | $4,513-37.8% | $9,500-70.4% | $5,306-47.1% |