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 | $99,032 | $56,277+76.0% | $80,975+22.3% | $62,891+57.5% |
| Participation rate | 22.4% | 69.0%-46.5pp | 75.8%-53.4pp | 69.3%-46.9pp |
| Annual return | 5.24% | 22.12%-16.9pp | 17.10%-11.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,030 | $1,943-47.0% | $3,714-72.3% | $2,281-54.9% |
| Participant deferral / active EE | $1,282 | $4,195-69.4% | $5,696-77.5% | $3,203-60.0% |
| Admin fee / account holder | $1,245 | $3,741-66.7% | $5,516-77.4% | $4,296-71.0% |