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 | $67,904 | $43,075+57.6% | $74,583-9.0% | $62,891+8.0% |
| Participation rate | 10.8% | 58.1%-47.3pp | 68.1%-57.4pp | 69.3%-58.6pp |
| Annual return | 2.76% | 17.50%-14.7pp | 20.47%-17.7pp | 20.14%-17.4pp |
| Employer contribution / active EE | $301 | $1,498-79.9% | $2,525-88.1% | $2,281-86.8% |
| Participant deferral / active EE | $579 | $2,389-75.8% | $3,458-83.3% | $3,203-81.9% |
| Admin fee / account holder | $4,279 | $2,840+50.7% | $4,138+3.4% | $4,296-0.4% |