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 | $134,630 | $101,724+32.3% | $164,813-18.3% | $80,856+66.5% |
| Participation rate | 31.1% | 71.8%-40.7pp | 78.6%-47.5pp | 67.6%-36.5pp |
| Annual return | 4.01% | 16.72%-12.7pp | 69.93%-65.9pp | 35.59%-31.6pp |
| Employer contribution / active EE | $1,014 | $2,953-65.7% | $4,341-76.6% | $2,755-63.2% |
| Participant deferral / active EE | $1,797 | $4,477-59.9% | $6,031-70.2% | $4,296-58.2% |
| Admin fee / account holder | $874 | $8,227-89.4% | $12,690-93.1% | $6,918-87.4% |