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 | $67,776 | $84,556-19.8% | $116,228-41.7% | $74,304-8.8% |
| Participation rate | 27.7% | 66.0%-38.3pp | 74.6%-46.8pp | 60.3%-32.6pp |
| Annual return | 11.02% | 18.35%-7.3pp | 90.06%-79.0pp | 29.43%-18.4pp |
| Employer contribution / active EE | $821 | $2,168-62.1% | $2,994-72.6% | $2,241-63.4% |
| Participant deferral / active EE | $1,606 | $3,814-57.9% | $4,953-67.6% | $3,767-57.4% |
| Admin fee / account holder | $15,801 | $3,792+316.7% | $11,989+31.8% | $2,969+432.2% |