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 | $36,536 | $81,460-55.1% | $103,333-64.6% | $80,856-54.8% |
| Participation rate | 35.1% | 66.8%-31.7pp | 74.5%-39.4pp | 67.6%-32.5pp |
| Annual return | 7.33% | 25.55%-18.2pp | 24.88%-17.6pp | 35.59%-28.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,019 | $3,869-73.7% | $5,057-79.9% | $4,296-76.3% |
| Admin fee / account holder | $6,105 | $6,566-7.0% | $8,355-26.9% | $6,918-11.8% |