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 | $63,820 | $73,933-13.7% | $96,683-34.0% | $75,163-15.1% |
| Participation rate | 55.8% | 66.4%-10.6pp | 74.3%-18.5pp | 67.2%-11.4pp |
| Annual return | 9.14% | 26.70%-17.6pp | 35.69%-26.6pp | 160.62%-151.5pp |
| Employer contribution / active EE | $1,304 | $2,928-55.5% | $3,737-65.1% | $2,670-51.2% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,456 | $5,216-14.6% | $6,730-33.8% | $5,651-21.1% |