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 | $18,436 | $102,616-82.0% | $81,983-77.5% | $158,922-88.4% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.2%-29.2pp | 82.0%-42.0pp |
| Annual return | 0.79% | 61.04%-60.3pp | 41.31%-40.5pp | 302.83%-302.0pp |
| Employer contribution / active EE | $556 | $3,240-82.9% | $2,498-77.8% | $4,761-88.3% |
| Participant deferral / active EE | $874 | $4,648-81.2% | $3,722-76.5% | $5,982-85.4% |
| Admin fee / account holder | $8,567 | $8,235+4.0% | $5,664+51.3% | $11,246-23.8% |