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 | $47,320 | $76,367-38.0% | $93,606-49.4% | $72,985-35.2% |
| Participation rate | 47.1% | 71.7%-24.7pp | 75.8%-28.8pp | 69.5%-22.4pp |
| Annual return | 14.91% | 25.82%-10.9pp | 32.76%-17.9pp | 81.00%-66.1pp |
| Employer contribution / active EE | $840 | $2,275-63.1% | $2,718-69.1% | $2,440-65.6% |
| Participant deferral / active EE | $1,016 | $3,538-71.3% | $4,069-75.0% | $3,607-71.8% |
| Admin fee / account holder | $1,150 | $6,838-83.2% | $7,888-85.4% | $5,124-77.6% |