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 | $59,237 | $95,803-38.2% | $113,168-47.7% | $84,808-30.2% |
| Participation rate | 46.7% | 72.9%-26.2pp | 76.6%-29.9pp | 68.3%-21.6pp |
| Annual return | 10.85% | 25.00%-14.2pp | 24.27%-13.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $897 | $2,360-62.0% | $2,975-69.8% | $2,631-65.9% |
| Participant deferral / active EE | $1,806 | $4,242-57.4% | $5,107-64.6% | $4,212-57.1% |
| Admin fee / account holder | $2,039 | $8,989-77.3% | $12,068-83.1% | $7,344-72.2% |