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 | $45,058 | $63,299-28.8% | $91,001-50.5% | $62,292-27.7% |
| Participation rate | 36.6% | 73.3%-36.7pp | 75.6%-39.0pp | 69.5%-32.9pp |
| Annual return | 12.42% | 20.99%-8.6pp | 4.60%+7.8pp | 28.90%-16.5pp |
| Employer contribution / active EE | $545 | $1,807-69.8% | $2,456-77.8% | $2,042-73.3% |
| Participant deferral / active EE | $896 | $2,943-69.6% | $3,547-74.7% | $3,169-71.7% |
| Admin fee / account holder | $1,100 | $468+135.2% | $5,417-79.7% | $479+129.5% |