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 | $35,051 | $95,803-63.4% | $113,168-69.0% | $84,808-58.7% |
| Participation rate | 55.9% | 72.9%-17.0pp | 76.6%-20.7pp | 68.3%-12.4pp |
| Annual return | 10.30% | 25.00%-14.7pp | 24.27%-14.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,328 | $2,360-43.7% | $2,975-55.4% | $2,631-49.5% |
| Participant deferral / active EE | $1,882 | $4,242-55.6% | $5,107-63.1% | $4,212-55.3% |
| Admin fee / account holder | $23,570 | $8,989+162.2% | $12,068+95.3% | $7,344+221.0% |