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 | $129,493 | $71,883+80.1% | $86,677+49.4% | $68,494+89.1% |
| Participation rate | 44.1% | 72.2%-28.2pp | 76.6%-32.5pp | 67.9%-23.8pp |
| Annual return | -20.88% | 3.52%-24.4pp | 35.91%-56.8pp | -7.84%-13.0pp |
| Employer contribution / active EE | $857 | $2,173-60.6% | $2,836-69.8% | $2,596-67.0% |
| Participant deferral / active EE | $1,673 | $3,779-55.7% | $4,656-64.1% | $4,027-58.5% |
| Admin fee / account holder | $5,167 | $6,112-15.5% | $7,493-31.0% | $5,403-4.4% |