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 | $44,922 | $95,453-52.9% | $112,040-59.9% | $82,448-45.5% |
| Participation rate | 44.7% | 72.8%-28.0pp | 76.5%-31.8pp | 68.1%-23.3pp |
| Annual return | 9.67% | 23.92%-14.3pp | 24.52%-14.9pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,106 | $4,224-73.8% | $5,098-78.3% | $4,139-73.3% |
| Admin fee / account holder | $1,949 | $9,013-78.4% | $12,098-83.9% | $7,234-73.1% |