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 | $74,530 | $80,968-8.0% | $96,544-22.8% | $75,163-0.8% |
| Participation rate | 24.2% | 71.8%-47.5pp | 76.0%-51.7pp | 67.2%-42.9pp |
| Annual return | 11.70% | 27.06%-15.4pp | 25.84%-14.1pp | 160.62%-148.9pp |
| Employer contribution / active EE | $842 | $2,282-63.1% | $2,965-71.6% | $2,670-68.5% |
| Participant deferral / active EE | $1,610 | $3,928-59.0% | $4,851-66.8% | $4,125-61.0% |
| Admin fee / account holder | $11,495 | $6,724+70.9% | $8,252+39.3% | $5,651+103.4% |