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 3-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 | $66,854 | $81,460-17.9% | $103,333-35.3% | $80,856-17.3% |
| Participation rate | 62.7% | 66.8%-4.1pp | 74.5%-11.8pp | 67.6%-4.9pp |
| Annual return | 10.37% | 25.55%-15.2pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $3,161 | $3,105+1.8% | $3,868-18.3% | $2,755+14.7% |
| Participant deferral / active EE | $1,447 | $3,869-62.6% | $5,057-71.4% | $4,296-66.3% |
| Admin fee / account holder | $5,966 | $6,566-9.1% | $8,355-28.6% | $6,918-13.8% |