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 | $125,485 | $81,460+54.0% | $103,333+21.4% | $80,856+55.2% |
| Participation rate | 24.5% | 66.8%-42.4pp | 74.5%-50.0pp | 67.6%-43.1pp |
| Annual return | 8.10% | 25.55%-17.4pp | 24.88%-16.8pp | 35.59%-27.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,131 | $3,869-70.8% | $5,057-77.6% | $4,296-73.7% |
| Admin fee / account holder | $1,278 | $6,566-80.5% | $8,355-84.7% | $6,918-81.5% |