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 | $19,287 | $77,634-75.2% | $156,549-87.7% | $62,891-69.3% |
| Participation rate | 43.6% | 71.2%-27.6pp | 84.0%-40.4pp | 69.3%-25.7pp |
| Annual return | -1.19% | 50.32%-51.5pp | 32.23%-33.4pp | 20.14%-21.3pp |
| Employer contribution / active EE | $950 | $3,444-72.4% | $5,501-82.7% | $2,281-58.4% |
| Participant deferral / active EE | $642 | $3,045-78.9% | $4,871-86.8% | $3,203-80.0% |
| Admin fee / account holder | $2,076 | $5,561-62.7% | $13,027-84.1% | $4,296-51.7% |