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 | $47,721 | $54,541-12.5% | $78,778-39.4% | $70,131-32.0% |
| Participation rate | 53.6% | 60.8%-7.2pp | 69.2%-15.6pp | 69.5%-16.0pp |
| Annual return | 10.39% | 21.07%-10.7pp | 35.62%-25.2pp | 73.14%-62.7pp |
| Employer contribution / active EE | $474 | $1,089-56.4% | $1,986-76.1% | $2,342-79.7% |
| Participant deferral / active EE | $715 | $2,210-67.6% | $2,958-75.8% | $3,332-78.5% |
| Admin fee / account holder | $16,475 | $3,709+344.2% | $5,134+220.9% | $4,645+254.7% |