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 | $56,910 | $117,841-51.7% | $102,423-44.4% | $145,922-61.0% |
| Participation rate | 53.8% | 78.6%-24.7pp | 76.5%-22.6pp | 80.3%-26.4pp |
| Annual return | 6.60% | 31.65%-25.0pp | 29.32%-22.7pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,089 | $3,615-69.9% | $3,023-64.0% | $4,660-76.6% |
| Participant deferral / active EE | $1,445 | $5,731-74.8% | $5,053-71.4% | $6,688-78.4% |
| Admin fee / account holder | $5,104 | $13,326-61.7% | $9,451-46.0% | $13,397-61.9% |