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 | $124,127 | $101,724+22.0% | $164,813-24.7% | $80,856+53.5% |
| Participation rate | 48.8% | 71.8%-23.0pp | 78.6%-29.8pp | 67.6%-18.9pp |
| Annual return | 8.81% | 16.72%-7.9pp | 69.93%-61.1pp | 35.59%-26.8pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $985 | $4,477-78.0% | $6,031-83.7% | $4,296-77.1% |
| Admin fee / account holder | $10,143 | $8,227+23.3% | $12,690-20.1% | $6,918+46.6% |