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 | $18,795 | $45,073-58.3% | $69,455-72.9% | $72,985-74.2% |
| Participation rate | 66.7% | 68.5%-1.8pp | 74.6%-7.9pp | 69.5%-2.8pp |
| Annual return | 5.35% | 22.65%-17.3pp | 28.97%-23.6pp | 81.00%-75.6pp |
| Employer contribution / active EE | $768 | $2,054-62.6% | $2,779-72.4% | $2,440-68.5% |
| Participant deferral / active EE | $680 | $2,602-73.8% | $3,535-80.8% | $3,607-81.1% |
| Admin fee / account holder | $5,721 | $3,056+87.2% | $3,839+49.0% | $5,124+11.6% |