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 | $27,760 | $64,839-57.2% | $95,585-71.0% | $84,808-67.3% |
| Participation rate | 57.1% | 63.8%-6.7pp | 72.1%-14.9pp | 68.3%-11.2pp |
| Annual return | 4.66% | -670.96%+675.6pp | 38.56%-33.9pp | 40.90%-36.2pp |
| Employer contribution / active EE | $673 | $1,759-61.7% | $2,527-73.3% | $2,631-74.4% |
| Participant deferral / active EE | $703 | $2,965-76.3% | $4,023-82.5% | $4,212-83.3% |
| Admin fee / account holder | $4,592 | $5,964-23.0% | $6,127-25.1% | $7,344-37.5% |