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 | $22,592 | $72,277-68.7% | $101,248-77.7% | $79,858-71.7% |
| Participation rate | 51.5% | 68.5%-16.9pp | 75.8%-24.3pp | 69.6%-18.1pp |
| Annual return | 9.99% | 22.30%-12.3pp | 46.47%-36.5pp | 31.71%-21.7pp |
| Employer contribution / active EE | $632 | $2,692-76.5% | $3,660-82.7% | $2,471-74.4% |
| Participant deferral / active EE | $833 | $3,282-74.6% | $4,370-80.9% | $3,740-77.7% |
| Admin fee / account holder | $3,961 | $4,400-10.0% | $5,945-33.4% | $5,306-25.4% |