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 | $42,605 | $67,606-37.0% | $82,313-48.2% | $70,131-39.2% |
| Participation rate | 37.6% | 72.8%-35.1pp | 76.9%-39.3pp | 69.5%-31.9pp |
| Annual return | 8.83% | 21.57%-12.7pp | 25.88%-17.1pp | 73.14%-64.3pp |
| Employer contribution / active EE | $612 | $1,755-65.1% | $2,428-74.8% | $2,342-73.9% |
| Participant deferral / active EE | $1,031 | $2,987-65.5% | $3,706-72.2% | $3,332-69.1% |
| Admin fee / account holder | $26,187 | $4,512+480.4% | $5,608+367.0% | $4,645+463.7% |