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 | $61,103 | $124,425-50.9% | $112,040-45.5% | $137,256-55.5% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.5%-20.9pp | 80.0%-24.4pp |
| Annual return | 5.97% | 24.72%-18.8pp | 24.52%-18.6pp | 220.34%-214.4pp |
| Employer contribution / active EE | $883 | $3,411-74.1% | $2,954-70.1% | $4,156-78.8% |
| Participant deferral / active EE | $1,321 | $5,718-76.9% | $5,098-74.1% | $6,407-79.4% |
| Admin fee / account holder | $1,520 | $15,207-90.0% | $12,098-87.4% | $12,270-87.6% |