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 | $37,328 | $78,422-52.4% | $95,952-61.1% | $79,858-53.3% |
| Participation rate | 68.9% | 73.5%-4.6pp | 77.1%-8.2pp | 69.6%-0.8pp |
| Annual return | 6.63% | 19.37%-12.7pp | 91.61%-85.0pp | 31.71%-25.1pp |
| Employer contribution / active EE | $759 | $1,945-61.0% | $2,541-70.1% | $2,471-69.3% |
| Participant deferral / active EE | $1,324 | $3,440-61.5% | $4,167-68.2% | $3,740-64.6% |
| Admin fee / account holder | $3,382 | $5,622-39.9% | $6,795-50.2% | $5,306-36.3% |