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 | $69,231 | $87,841-21.2% | $133,980-48.3% | $62,891+10.1% |
| Participation rate | 33.9% | 83.4%-49.5pp | 87.1%-53.1pp | 69.3%-35.4pp |
| Annual return | 5.06% | 12.05%-7.0pp | 29.30%-24.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,195 | $4,812-54.4% | $6,282-65.1% | $3,203-31.5% |
| Admin fee / account holder | $2,747 | $5,371-48.9% | $9,324-70.5% | $4,296-36.1% |