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 | $32,003 | $77,503-58.7% | $100,391-68.1% | $80,856-60.4% |
| Participation rate | 39.4% | 76.9%-37.6pp | 81.5%-42.1pp | 67.6%-28.2pp |
| Annual return | 9.96% | 37.20%-27.2pp | 49.20%-39.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $933 | $2,801-66.7% | $3,942-76.3% | $2,755-66.1% |
| Participant deferral / active EE | $1,284 | $6,820-81.2% | $8,082-84.1% | $4,296-70.1% |
| Admin fee / account holder | $1,896 | $5,897-67.9% | $7,899-76.0% | $6,918-72.6% |