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 | $25,188 | $56,054-55.1% | $171,082-85.3% | $62,891-60.0% |
| Participation rate | 30.9% | 62.9%-31.9pp | 76.7%-45.8pp | 69.3%-38.4pp |
| Annual return | 4.54% | 22.52%-18.0pp | 32.56%-28.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $270 | $1,731-84.4% | $4,002-93.2% | $2,281-88.1% |
| Participant deferral / active EE | $386 | $3,158-87.8% | $4,797-92.0% | $3,203-88.0% |
| Admin fee / account holder | $707 | $3,647-80.6% | $8,520-91.7% | $4,296-83.5% |