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 | $81,524 | $96,484-15.5% | $156,263-47.8% | $74,304+9.7% |
| Participation rate | 17.6% | 67.7%-50.1pp | 78.9%-61.3pp | 60.3%-42.7pp |
| Annual return | 12.82% | 17.73%-4.9pp | 59.47%-46.6pp | 29.43%-16.6pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $963 | $4,286-77.5% | $6,158-84.4% | $3,767-74.4% |
| Admin fee / account holder | $1,235 | $3,728-66.9% | $14,255-91.3% | $2,969-58.4% |