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 | $29,278 | $91,190-67.9% | $178,490-83.6% | $79,858-63.3% |
| Participation rate | 63.6% | 69.2%-5.6pp | 81.9%-18.3pp | 69.6%-6.0pp |
| Annual return | 3.54% | 24.19%-20.6pp | 151.07%-147.5pp | 31.71%-28.2pp |
| Employer contribution / active EE | $2,016 | $3,256-38.1% | $5,011-59.8% | $2,471-18.4% |
| Participant deferral / active EE | $812 | $3,236-74.9% | $5,202-84.4% | $3,740-78.3% |
| Admin fee / account holder | $3,356 | $6,751-50.3% | $13,984-76.0% | $5,306-36.7% |