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 | $22,188 | $84,233-73.7% | $170,442-87.0% | $70,131-68.4% |
| Participation rate | 36.6% | 70.8%-34.2pp | 83.6%-47.0pp | 69.5%-32.9pp |
| Annual return | 8.04% | 23.06%-15.0pp | 205.93%-197.9pp | 73.14%-65.1pp |
| Employer contribution / active EE | $574 | $3,387-83.1% | $5,433-89.4% | $2,342-75.5% |
| Participant deferral / active EE | $710 | $3,086-77.0% | $4,939-85.6% | $3,332-78.7% |
| Admin fee / account holder | $2,644 | $5,698-53.6% | $13,880-81.0% | $4,645-43.1% |