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 | $35,005 | $58,512-40.2% | $84,015-58.3% | $72,985-52.0% |
| Participation rate | 53.2% | 61.2%-8.0pp | 69.0%-15.8pp | 69.5%-16.2pp |
| Annual return | 16.47% | 28.93%-12.5pp | 71.31%-54.8pp | 81.00%-64.5pp |
| Employer contribution / active EE | $256 | $1,163-78.0% | $1,983-87.1% | $2,440-89.5% |
| Participant deferral / active EE | $890 | $2,394-62.8% | $3,239-72.5% | $3,607-75.3% |
| Admin fee / account holder | $4,435 | $4,569-2.9% | $6,101-27.3% | $5,124-13.5% |