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 | $68,309 | $93,571-27.0% | $135,903-49.7% | $75,163-9.1% |
| Participation rate | 50.7% | 75.2%-24.4pp | 81.9%-31.2pp | 67.2%-16.4pp |
| Annual return | 13.46% | 30.90%-17.4pp | 68.23%-54.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | $879 | $3,537-75.2% | $4,856-81.9% | $2,670-67.1% |
| Participant deferral / active EE | $1,177 | $6,404-81.6% | $7,758-84.8% | $4,125-71.5% |
| Admin fee / account holder | $1,328 | $6,975-81.0% | $10,762-87.7% | $5,651-76.5% |