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 | $44,491 | $95,803-53.6% | $113,168-60.7% | $84,808-47.5% |
| Participation rate | 32.9% | 72.9%-39.9pp | 76.6%-43.6pp | 68.3%-35.4pp |
| Annual return | 12.12% | 25.00%-12.9pp | 24.27%-12.1pp | 40.90%-28.8pp |
| Employer contribution / active EE | $975 | $2,360-58.7% | $2,975-67.2% | $2,631-62.9% |
| Participant deferral / active EE | $1,538 | $4,242-63.7% | $5,107-69.9% | $4,212-63.5% |
| Admin fee / account holder | $359 | $8,989-96.0% | $12,068-97.0% | $7,344-95.1% |