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 | $37,877 | $53,127-28.7% | $86,590-56.3% | $70,131-46.0% |
| Participation rate | 17.6% | 65.3%-47.7pp | 73.5%-55.9pp | 69.5%-51.9pp |
| Annual return | 9.76% | 27.66%-17.9pp | 964.84%-955.1pp | 73.14%-63.4pp |
| Employer contribution / active EE | $367 | $2,068-82.3% | $2,839-87.1% | $2,342-84.3% |
| Participant deferral / active EE | $372 | $2,696-86.2% | $3,609-89.7% | $3,332-88.8% |
| Admin fee / account holder | $4,941 | $3,585+37.8% | $4,906+0.7% | $4,645+6.4% |