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 | $94,217 | $60,349+56.1% | $74,183+27.0% | $62,891+49.8% |
| Participation rate | 56.0% | 72.7%-16.7pp | 76.6%-20.6pp | 69.3%-13.3pp |
| Annual return | -1.60% | 21.37%-23.0pp | 17.74%-19.3pp | 20.14%-21.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $508 | $2,856-82.2% | $3,550-85.7% | $3,203-84.1% |
| Admin fee / account holder | $6,875 | $4,261+61.3% | $5,586+23.1% | $4,296+60.0% |