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 | $121,459 | $71,883+69.0% | $86,677+40.1% | $68,494+77.3% |
| Participation rate | 55.0% | 72.2%-17.2pp | 76.6%-21.6pp | 67.9%-12.9pp |
| Annual return | -18.91% | 3.52%-22.4pp | 35.91%-54.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,620 | $3,779-57.1% | $4,656-65.2% | $4,027-59.8% |
| Admin fee / account holder | $2,368 | $6,112-61.3% | $7,493-68.4% | $5,403-56.2% |