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 | $71,223 | $86,286-17.5% | $111,297-36.0% | $85,850-17.0% |
| Participation rate | 20.7% | 73.3%-52.6pp | 77.3%-56.6pp | 69.3%-48.6pp |
| Annual return | 7.19% | 19.99%-12.8pp | 54.65%-47.5pp | 318.53%-311.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $756 | $3,641-79.2% | $4,487-83.2% | $3,952-80.9% |
| Admin fee / account holder | $3,996 | $8,188-51.2% | $7,964-49.8% | $6,260-36.2% |