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 | $57,810 | $93,571-38.2% | $135,903-57.5% | $75,163-23.1% |
| Participation rate | 58.1% | 75.2%-17.0pp | 81.9%-23.8pp | 67.2%-9.1pp |
| Annual return | 13.99% | 30.90%-16.9pp | 68.23%-54.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,094 | $3,537-69.1% | $4,856-77.5% | $2,670-59.0% |
| Participant deferral / active EE | $2,299 | $6,404-64.1% | $7,758-70.4% | $4,125-44.3% |
| Admin fee / account holder | $484 | $6,975-93.1% | $10,762-95.5% | $5,651-91.4% |