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 | $65,084 | $83,477-22.0% | $125,175-48.0% | $72,985-10.8% |
| Participation rate | 51.1% | 73.3%-22.2pp | 79.8%-28.7pp | 69.5%-18.4pp |
| Annual return | 15.60% | 25.78%-10.2pp | 43.79%-28.2pp | 81.00%-65.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,486 | $3,585-58.5% | $4,937-69.9% | $3,607-58.8% |
| Admin fee / account holder | $2,404 | $5,517-56.4% | $9,702-75.2% | $5,124-53.1% |