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 | $43,890 | $80,968-45.8% | $96,544-54.5% | $75,163-41.6% |
| Participation rate | 47.4% | 71.8%-24.4pp | 76.0%-28.6pp | 67.2%-19.8pp |
| Annual return | 1.95% | 27.06%-25.1pp | 25.84%-23.9pp | 160.62%-158.7pp |
| Employer contribution / active EE | $688 | $2,282-69.8% | $2,965-76.8% | $2,670-74.2% |
| Participant deferral / active EE | $1,405 | $3,928-64.2% | $4,851-71.0% | $4,125-65.9% |
| Admin fee / account holder | $7,714 | $6,724+14.7% | $8,252-6.5% | $5,651+36.5% |