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 | $74,316 | $60,349+23.1% | $74,183+0.2% | $62,891+18.2% |
| Participation rate | 44.7% | 72.7%-28.0pp | 76.6%-31.9pp | 69.3%-24.6pp |
| Annual return | 2.83% | 21.37%-18.5pp | 17.74%-14.9pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,257 | $2,856-56.0% | $3,550-64.6% | $3,203-60.7% |
| Admin fee / account holder | $1,314 | $4,261-69.2% | $5,586-76.5% | $4,296-69.4% |