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 | $17,133 | $49,227-65.2% | $70,449-75.7% | $79,858-78.5% |
| Participation rate | 68.8% | 69.2%-0.4pp | 75.1%-6.3pp | 69.6%-0.9pp |
| Annual return | 2.04% | 30.06%-28.0pp | 109.03%-107.0pp | 31.71%-29.7pp |
| Employer contribution / active EE | $1,118 | $2,099-46.7% | $2,737-59.1% | $2,471-54.7% |
| Participant deferral / active EE | $795 | $2,768-71.3% | $3,709-78.6% | $3,740-78.8% |
| Admin fee / account holder | $2,561 | $2,878-11.0% | $3,845-33.4% | $5,306-51.7% |