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 | $74,782 | $63,355+18.0% | $91,989-18.7% | $72,985+2.5% |
| Participation rate | 42.1% | 72.5%-30.4pp | 78.6%-36.5pp | 69.5%-27.4pp |
| Annual return | 14.26% | 35.35%-21.1pp | 69.02%-54.8pp | 81.00%-66.7pp |
| Employer contribution / active EE | $1,688 | $2,116-20.2% | $3,452-51.1% | $2,440-30.8% |
| Participant deferral / active EE | $1,620 | $4,883-66.8% | $5,923-72.6% | $3,607-55.1% |
| Admin fee / account holder | $3,948 | $4,668-15.4% | $7,743-49.0% | $5,124-23.0% |