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 | $96,686 | $76,367+26.6% | $93,606+3.3% | $72,985+32.5% |
| Participation rate | 50.0% | 71.7%-21.7pp | 75.8%-25.8pp | 69.5%-19.5pp |
| Annual return | 2.40% | 25.82%-23.4pp | 32.76%-30.4pp | 81.00%-78.6pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,066 | $3,538-69.9% | $4,069-73.8% | $3,607-70.5% |
| Admin fee / account holder | $6,107 | $6,838-10.7% | $7,888-22.6% | $5,124+19.2% |