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 | $115,230 | $64,348+79.1% | $90,160+27.8% | $70,131+64.3% |
| Participation rate | 10.6% | 70.4%-59.8pp | 76.9%-66.2pp | 69.5%-58.9pp |
| Annual return | 11.04% | 28.13%-17.1pp | 34.88%-23.8pp | 73.14%-62.1pp |
| Employer contribution / active EE | $332 | $2,046-83.8% | $3,318-90.0% | $2,342-85.8% |
| Participant deferral / active EE | $1,459 | $4,389-66.8% | $5,288-72.4% | $3,332-56.2% |
| Admin fee / account holder | $381 | $3,944-90.3% | $5,943-93.6% | $4,645-91.8% |