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 | $16,631 | $55,706-70.1% | $75,886-78.1% | $72,985-77.2% |
| Participation rate | 32.3% | 61.1%-28.9pp | 69.3%-37.0pp | 69.5%-37.2pp |
| Annual return | 7.51% | 27.59%-20.1pp | 30.76%-23.2pp | 81.00%-73.5pp |
| Employer contribution / active EE | $589 | $1,687-65.1% | $2,500-76.4% | $2,440-75.9% |
| Participant deferral / active EE | $812 | $2,634-69.2% | $3,603-77.5% | $3,607-77.5% |
| Admin fee / account holder | $1,480 | $3,978-62.8% | $5,418-72.7% | $5,124-71.1% |