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 | $89,154 | $65,561+36.0% | $91,541-2.6% | $74,304+20.0% |
| Participation rate | 9.4% | 56.6%-47.2pp | 69.8%-60.4pp | 60.3%-51.0pp |
| Annual return | 11.06% | 17.68%-6.6pp | 20.50%-9.4pp | 29.43%-18.4pp |
| Employer contribution / active EE | $718 | $1,717-58.2% | $2,505-71.3% | $2,241-68.0% |
| Participant deferral / active EE | $992 | $2,918-66.0% | $4,008-75.2% | $3,767-73.7% |
| Admin fee / account holder | $38,581 | $3,333+1057.7% | $6,956+454.6% | $2,969+1199.5% |