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 | $21,298 | $77,419-72.5% | $69,455-69.3% | $152,861-86.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.6%-14.6pp | 82.4%-22.4pp |
| Annual return | 0.69% | 39.06%-38.4pp | 28.97%-28.3pp | 345.32%-344.6pp |
| Employer contribution / active EE | $655 | $3,315-80.2% | $2,779-76.4% | $4,762-86.2% |
| Participant deferral / active EE | $655 | $4,414-85.2% | $3,535-81.5% | $5,850-88.8% |
| Admin fee / account holder | $5,517 | $6,207-11.1% | $3,839+43.7% | $11,596-52.4% |