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 | $72,307 | $71,516+1.1% | $98,439-26.5% | $71,457+1.2% |
| Participation rate | 31.6% | 72.7%-41.1pp | 75.2%-43.6pp | 67.9%-36.3pp |
| Annual return | 13.87% | 32.41%-18.5pp | 21.16%-7.3pp | 28.85%-15.0pp |
| Employer contribution / active EE | $785 | $2,399-67.3% | $3,048-74.3% | $2,588-69.7% |
| Participant deferral / active EE | $1,536 | $4,109-62.6% | $4,738-67.6% | $4,289-64.2% |
| Admin fee / account holder | $4,408 | $1,675+163.2% | $8,948-50.7% | $1,587+177.7% |