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 | $30,663 | $80,717-62.0% | $154,803-80.2% | $84,808-63.8% |
| Participation rate | 36.0% | 66.8%-30.8pp | 78.1%-42.1pp | 68.3%-32.3pp |
| Annual return | 13.06% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $766 | $2,761-72.3% | $4,305-82.2% | $2,631-70.9% |
| Participant deferral / active EE | $817 | $3,303-75.3% | $5,540-85.3% | $4,212-80.6% |
| Admin fee / account holder | $2,067 | $6,746-69.4% | $14,329-85.6% | $7,344-71.9% |